Form 990-PF Department of the Treasury Internal Revenue Service Return of Private Foundation I I OMB No. 1545-0052 À¾µ¸ or Section 4947(a)(1) Trust Treated as Private Foundation Do not enter social security numbers on this form as it may be made public. Information about Form 990-PF and its separate instructions is at www.irs.gov/form990pf. For calendar year 2014 or tax year beginning Open to Public Inspection , 2014, and ending Name of foundation , 20 A Employer identification number CHARLES KOCH FOUNDATION 48-0918408 Number and street (or P.O. box number if mail is not delivered to street address) Room/suite B Telephone number (see instructions) (703 ) 875 -1658 P.O. BOX 2256 City or town, state or province, country, and ZIP or foreign postal code mmmmmmmI mmI mmmmmmmmmI mI mI C If exemption application is pending, check here WICHITA, KS 67201-2256 G Check all that apply: Initial return Initial return of a former public charity Final return Amended return Address change Name change H Check type of organization: X Section 501(c)(3) exempt private foundation Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation X Accrual I Fair market value of all assets at J Accounting method: Cash end of year (from Part II, col. (c), line Other (specify) 559,449,616. 16) $ (Part I, column (d) must be on cash basis.) Part I Analysis of Revenue and Expenses (The (a) Revenue and I total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) m I m m m m m m m m mm mmmm mmmmmmmmmmmmmmmmm 1 Contributions, gifts, grants, etc., received (attach schedule) 2 Check 3 if the foundation is not required to attach Sch. B Interest on savings and temporary cash investments 4 Dividends and interest from securities expenses per books (b) Net investment income D 1. Foreign organizations, check here 2. Foreign organizations meeting the 85% test, check here and attach computation E If private foundation status was terminated under section 507(b)(1)(A), check here F If the foundation is in a 60-month termination under section 507(b)(1)(B), check here (d) Disbursements for charitable purposes (cash basis only) (c) Adjusted net income 141,721,870. 4,204,578. 4,606,119. 4,204,578. 4,606,119. 5a Gross rents Revenue b Net rental income or (loss) 6a Net gain or (loss) from sale of assets not on line 10 b Gross sales price for all 15,908,301. m m m m m m m m m m m m m m m m m m m m m mm m m m m mm mmmm ATCH mm m mm mm mm 1mm mm mm m m m mm mm m m2 m m m m ATCH m m m ATCH m m m m 3m m m m m mm[4] mm mm m ATCH m m m m m5 m m m m m m m m m m m m m [6] mmm m mmmmmmmmmmmmmmmmm mmmmmm mmmmmmmmmm ATCH m m m m 7m m mmmmmmmmmmm mmmmmmm 5,062,431. assets on line 6a 7 Capital gain net income (from Part IV, line 2) 8 Net short-term capital gain 5,062,431. 0 9 Income modifications 10 a Gross sales less returns and allowances b Less: Cost of goods sold Operating and Administrative Expenses c Gross profit or (loss) (attach schedule) 11 12 Other income (attach schedule) Total. Add lines 1 through 11 13 Compensation of officers, directors, trustees, etc. 14 Other employee salaries and wages 15 Pension plans, employee benefits 16 a Legal fees (attach schedule) b Accounting fees (attach schedule) c Other professional fees (attach schedule) 17 Interest 18 Taxes (attach schedule) (see instructions) 19 Depreciation (attach schedule) and depletion 20 Occupancy 21 Travel, conferences, and meetings 22 Printing and publications 23 Other expenses (attach schedule) 24 Total operating and administrative expenses. Add lines 13 through 23 25 Contributions, gifts, grants paid 26 Total expenses and disbursements. Add lines 24 and 25 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements mm mm 24,180. 155,619,178. 362,227. 2,282,621. 548,711. 356. 19,397. 608,981. 36,500. 398,393. 3,326. 154,468. 523,881. 47,590. 2,294,574. 180. 13,873,308. 7,281,025. 34,805,581. 42,086,606. 2,460,500. 362,227. 2,122,745. 535,887. 356. 19,397. 441,055. 167,926. 36,500. 35,710. 154,468. 447,208. 47,590. 80,272. 2,220,364. 2,460,500. 0 4,211,205. 31,874,705. 36,085,910. 113,532,572. 11,412,808. b Net investment income (if negative, enter -0-) 0 c Adjusted net income (if negative, enter -0-) For Paperwork Reduction Act Notice, see instructions. JSA 4E1410 1.000 0 16733H K932 11/17/2015 9:34:55 PM Form V 14-7.6F 85646 990-PF (2014) PAGE 2 CHARLES KOCH FOUNDATION Form 990-PF (2014) Attached schedules and amounts in the description column should be for end-of-year amounts only. (See instructions.) Part II Balance Sheets 1 Cash - non-interest-bearing 2 Savings and temporary cash investments 3 Accounts receivable mmmmmmmmmmmmmmmmmm m m m4,193,188. mmmmmmmm I I I m m m m m m m m m Im m m m m m m m m m m m m Page 2 End of year (a) Book Value (b) Book Value (c) Fair Market Value 333,464. 9,310,290. -8,497. 6,396,490. -8,497. 6,396,385. 4,695,707. 4,193,188. 4,193,188. 147,761. 365,341. 365,341. 3,377,694. 2,455,694. ATCH 8 2,455,694. 402,104,406. 522,518,490. 8,306. 4,979. 419,977,628. 169,683. 4,720,670. 535,925,685. 576,292. 7,651,546. 4,890,353. 8,227,838. 415,087,275. 527,697,847. 415,087,275. 527,697,847. 419,977,628. Analysis of Changes in Net Assets or Fund Balances 535,925,685. Less: allowance for doubtful accounts Pledges receivable 4 48-0918408 Beginning of year Less: allowance for doubtful accounts 5 Grants receivable 6 Receivables due from officers, directors, trustees, and other disqualified persons (attach schedule) (see instructions) mmmm I I m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmm mmmmmmmm 3,377,694. I 922,000. I m m m m m m m m ATCH m m m m 9m m m m m m m m m m m 16,635. mmmmmm I 11,656. I I mmmmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm m mmmmm I mmmmmmmmmmm mIX mmmmmmmmmmmmmmmmmmmmmmmmm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmI mmmmmmmmm m m m mm mm mmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm Other notes and loans receivable (attach schedule) 7 Assets Less: allowance for doubtful accounts 8 Inventories for sale or use 9 Prepaid expenses and deferred charges 10 a Investments - U.S. and state government obligations (attach schedule) b Investments - corporate stock (attach schedule) c Investments - corporate bonds (attach schedule) Net Assets or Fund Balances Liabilities 11 Investments - land, buildings, and equipment: basis Less: accumulated depreciation (attach schedule) 12 13 14 Investments - mortgage loans Investments - other (attach schedule) 15 16 Other assets (describe ) Total assets (to be completed by all filers - see the instructions. Also, see page 1, item I) 17 Accounts payable and accrued expenses 18 Grants payable 19 Deferred revenue 20 Loans from officers, directors, trustees, and other disqualified persons 21 Mortgages and other notes payable (attach schedule) 22 Other liabilities (describe 23 Total liabilities (add lines 17 through 22) Land, buildings, and equipment: basis Less: accumulated depreciation (attach schedule) 546,042,526. ATCH 10 4,979. 559,449,616. ) Foundations that follow SFAS 117, check here and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted 25 Temporarily restricted 26 Permanently restricted Foundations that do not follow SFAS 117, check here and complete lines 27 through 31. 27 Capital stock, trust principal, or current funds 28 Paid-in or capital surplus, or land, bldg., and equipment fund 29 Retained earnings, accumulated income, endowment, or other funds 30 31 Total net assets or fund balances (see instructions) Total liabilities and net assets/fund balances instructions) Part III (see 1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year's return) 2 Enter amount from Part I, line 27a 3 Other increases not included in line 2 (itemize) 4 Add lines 1, 2, and 3 ATCH 11 5 Decreases not included in line 2 (itemize) 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I mmmm 1 2 3 4 5 6 415,087,275. 113,532,572. 528,619,847. 922,000. 527,697,847. Form 990-PF (2014) JSA 4E1420 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 3 CHARLES KOCH FOUNDATION 48-0918408 Form 990-PF (2014) Part IV Page (b) How acquired P - Purchase D - Donation (a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.) 1a b c d e 3 Capital Gains and Losses for Tax on Investment Income (c) Date acquired (mo., day, yr.) (d) Date sold (mo., day, yr.) SEE PART IV SCHEDULE (g) Cost or other basis plus expense of sale (f) Depreciation allowed (or allowable) (e) Gross sales price (h) Gain or (loss) (e) plus (f) minus (g) a b c d e Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (i) F.M.V. as of 12/31/69 (j) Adjusted basis as of 12/31/69 (l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col. (h)) (k) Excess of col. (i) over col. (j), if any a b c d e 2 3 $ & mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm & If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6): If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 Capital gain net income or (net capital loss) Part V 2 5,062,431. 3 0 Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.) If section 4940(d)(2) applies, leave this part blank. Yes X No Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part. 1 Enter the appropriate amount in each column for each year; see the instructions before making any entries. (a) Base period years Calendar year (or tax year beginning in) (b) Adjusted qualifying distributions 27,594,863. 17,610,096. 20,955,082. 18,901,264. 19,551,962. 2013 2012 2011 2010 2009 (d) Distribution ratio (col. (b) divided by col. (c)) (c) Net value of noncharitable-use assets 245,361,154. 216,432,788. 215,815,197. 203,468,683. 155,141,798. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm 0.112466 0.081365 0.097097 0.092895 0.126026 2 Total of line 1, column (d) 2 0.509849 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years 3 0.101970 4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5 4 383,114,182. 5 Multiply line 4 by line 3 5 39,066,153. 6 Enter 1% of net investment income (1% of Part I, line 27b) 6 114,128. 7 Add lines 5 and 6 7 39,180,281. 8 36,085,910. 8 Enter qualifying distributions from Part XII, line 4 If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions. JSA 4E1430 1.000 16733H K932 11/17/2015 9:34:55 PM Form V 14-7.6F 85646 990-PF (2014) PAGE 4 CHARLES KOCH FOUNDATION 48-0918408 Page 4 Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions) Form 990-PF (2014) Part VI m m m7 I *8 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m I 9 mmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m mm mm mm 503,898. mmmm mmmmmmmmmmmmm mmmmmmm m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm m m m m m m m m m m m m m m m m mmmmmmm mmmmmmmmmmmmmmmmI mmmmmmmmmmI 275,642. I I Statements Regarding Activities Part VII-A 1a Exempt operating foundations described in section 4940(d)(2), check here Date of ruling or determination letter: and enter "N/A" on line 1. (attach copy of letter if necessary - see instructions) b Domestic foundations that meet the section 4940(e) requirements in Part V, check here 228,256. 1 and enter 1% of Part I, line 27b c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b). 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 3 Add lines 1 and 2 3 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- 5 228,256. 0 228,256. 6 Credits/Payments: 7 503,898. a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a b Exempt foreign organizations - tax withheld at source 6b c Tax paid with application for extension of time to file (Form 8868) 6c d Backup withholding erroneously withheld 6d 7 Total credits and payments. Add lines 6a through 6d 8 Enter any penalty for underpayment of estimated tax. Check here 9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed if Form 2220 is attached Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid Enter the amount of line 10 to be: Credited to 2015 estimated tax 10 11 Refunded 8 9 275,642. 10 11 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Yes 1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? b Did it spend more than Instructions for the definition)? $100 during the year (either directly or indirectly) for political purposes No 1a X 1b X 1c X 2 X 3 X X (see If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connection with the activities. c Did the foundation file Form 1120-POL for this year? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 0 I d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year: 0 (2) On foundation managers. $ $ (1) On the foundation. I e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers. I $ 0 Has the foundation engaged in any activities that have not previously been reported to the IRS? 2 mmmmmmmmmmmmmmmm If "Yes," attach a detailed description of the activities. Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of 3 m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes 4a Did the foundation have unrelated business gross income of $1,000 or more during the year? b If "Yes," has it filed a tax return on Form 990-T for this year? 4a 4b X 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 5 If "Yes," attach the statement required by General Instruction T. Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either: 6 % % By language in the governing instrument, or mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmm By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain in the governing instrument? 7 X X 8b X 6 Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV 7 8a Enter the states to which the foundation reports or with which it is registered (see instructions) KS,VA, b If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction G? If "No," attach explanation 9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)? If "Yes," complete Part XIV 10 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses 9 X X 990-PF (2014) 10 Form JSA 4E1440 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 5 Form 990-PF (2014) Part VII-A CHARLES KOCH FOUNDATION Statements Regarding Activities (continued) Page 48-0918408 5 11 At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)? If "Yes," attach schedule (see instructions) m m m m m m m m m m ATCH m m m m 12m m m m ATCH m m m m 13m m m m m mmmmmmmmmmmmmmmmmmmmmmmmmm 11 X 12 13 X 12 Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges? If "Yes," attach statement (see instructions) 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? I WWW.CHARLESKOCHFOUNDATION.ORG DUSTIN PERRY 4111 E. 37TH ST. N. WICHITA, KS Website address I 14 The books are in care of Located at I X I 703-875-1658 I m m67220 mmmmmmmmmmI mmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmmmmmmmmmmmmmm Telephone no. ZIP+4 15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here and enter the amount of tax-exempt interest received or accrued during the year 15 16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over a bank, securities, or other financial account in a foreign country? See the instructions for exceptions and filing requirements for FinCEN Form 114, "Yes," enter the name of the foreign country Part VII-B Yes No 16 I X (formerly TD F 90-22.1). If Statements Regarding Activities for Which Form 4720 May Be Required Yes No File Form 4720 if any item is checked in the "Yes" column, unless an exception applies. 1 a During the year did the foundation (either directly or indirectly): mmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmm mmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm (1) Engage in the sale or exchange, or leasing of property with a disqualified person? (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? X (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? Yes X No Yes X No Yes No Yes X No Yes X No (6) Agree to pay money or property to a government official? (Exception. Check "No" if the foundation agreed to make a grant to or to employ the official for a period after termination of government service, if terminating within 90 days.) X mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmI mmmmmmmmmmmmmmmmmmmmmmmmmmm Yes No b If any answer is "Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? 1b X 1c X Organizations relying on a current notice regarding disaster assistance check here c Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2014? 2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private operating foundation defined in section 4942(j)(3) or 4942(j)(5)): a At the end of tax year 2014, did the foundation have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 2014? I If "Yes," list the years mmmmmmmmmmmmmmmmmmmmmmmmmm Yes X No , , , b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income? (If applying section 4942(a)(2) to all years listed, answer "No" and attach statement - see instructions.) mmmmmmmmmmmmmmmmmmmmmmmmmmmmm 2b c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here. I , , , 3 a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Yes X No b If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding foundation had excess business holdings in 2014.) period? (Use Schedule C, Form 4720, to determine if the mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 4 a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? 3b 4a X b Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014? X 990-PF (2014) 4b Form JSA 4E1450 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 6 Form 990-PF (2014) Part VII-B 5a CHARLES KOCH FOUNDATION 48-0918408 Statements Regarding Activities for Which Form 4720 May Be Required (continued) X mmmmmm X mmmmmmmmmmmmmmmmmmmmmmmm X mmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm X X mmmmmmmmmmmmmmmm mmmmmmmmmmmm mmmmmmmmmmmmmmmmmmI m m ATCH m m m m 14m m m m m m m m m m m m m X Page 6 During the year did the foundation pay or incur any amount to: (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? Yes No Yes No Yes No Yes No Yes No (2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? (3) Provide a grant to an individual for travel, study, or other similar purposes? (4) Provide a grant to an organization other than a charitable, etc., organization described in section 4945(d)(4)(A)? (see instructions) (5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? b If any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? 5b X 6b X Organizations relying on a current notice regarding disaster assistance check here c If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax Yes because it maintained expenditure responsibility for the grant? No If "Yes," attach the statement required by Regulations section 53.4945-5(d). 6a b b At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? If "Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? Part VIII 1 No Yes No 7b Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors List all officers, directors, trustees, foundation managers and their compensation (see instructions). (b) Title, and average hours per week devoted to position (a) Name and address ATCH 15 2 Yes Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? If "Yes" to 6b, file Form 8870. 7a m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Xm m m m m m m m m m m m Xm m m Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? (c) Compensation (If not paid, enter -0-) (d) Contributions to employee benefit plans and deferred compensation 315,687. (e) Expense account, other allowances 22,945. 23,595. Compensation of five highest-paid employees (other than those included on line 1 - see instructions). If none, enter "NONE." (a) Name and address of each employee paid more than $50,000 (b) Title, and average hours per week devoted to position ATCH 16 Total number of other employees paid over $50,000 (c) Compensation 591,304. (d) Contributions to employee benefit plans and deferred compensation (e) Expense account, other allowances 29,788. m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI 31,539. Form 990-PF (2014) JSA 4E1460 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 7 CHARLES KOCH FOUNDATION 48-0918408 Form 990-PF (2014) Part VIII 3 Page 7 Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued) Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE." (a) Name and address of each person paid more than $50,000 (b) Type of service EMERGENT ORDER LLC AUSTIN, TX 78701 PRAIRIE CAPITAL MANAGEMENT LLC KANSAS CITY, MO 64112 Total number of others receiving over $50,000 for professional services Part IX-A (c) Compensation VIDEO PRODUCTION 138,992. INVESTMENT MGMT SVC 163,240. mmmmmmmmmmmmmmmmmmmmmmI Summary of Direct Charitable Activities List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses 1 DURING 2014, THE CHARLES KOCH FOUNDATION IN CONJUNCTION WITH ANOTHER 501(C)(3) ORGANIZATION SPONSORED A SMALL GROUP OF INDIVIDUALS TO PARTICIPATE IN A WEEKEND-LONG SCHOLARLY 2 CONFERENCE TO FACILITATE THE DISCUSSION OF HUMAN LIBERTY AND RESPONSIBILITY. 22,954. 3 4 Part IX-B Summary of Program-Related Investments (see instructions) Amount Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. 1 NONE 2 All other program-related investments. See instructions. 3 NONE Total. Add lines 1 through 3 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI Form 990-PF (2014) JSA 4E1465 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 8 CHARLES KOCH FOUNDATION 48-0918408 Form 990-PF (2014) Part X 1 a b c d e 2 3 4 5 6 Page Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes: Average monthly fair market value of securities Average of monthly cash balances Fair market value of all other assets (see instructions) Total (add lines 1a, b, and c) Reduction claimed for blockage or other factors reported on lines 1a and 1e 1c (attach detailed explanation) Acquisition indebtedness applicable to line 1 assets Subtract line 2 from line 1d Cash deemed held for charitable activities. Enter 1 1/2 % of line 3 (for greater amount, see instructions) mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmm Distributable Amount (see instructions) m m Im m m m m m m m m m m m m m m m m m m m m m 228,256. mmmmmm mmmmmmm mm m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 Minimum investment return. Enter 5% of line 5 Part XI 8 Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.) 1a 1b 1c 1d 317,027,279. 69,273,352. 2,647,777. 388,948,408. 2 3 388,948,408. 4 5 6 5,834,226. 383,114,182. 19,155,709. (Section 4942(j)(3) and (j)(5) private operating foundations and do not complete this part.) 1 1 Minimum investment return from Part X, line 6 2a 2 a Tax on investment income for 2014 from Part VI, line 5 2b b Income tax for 2014. (This does not include the tax from Part VI.) 2c c Add lines 2a and 2b 3 3 Distributable amount before adjustments. Subtract line 2c from line 1 4 4 Recoveries of amounts treated as qualifying distributions 5 5 Add lines 3 and 4 6 6 Deduction from distributable amount (see instructions) 7 Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 7 and certain foreign organizations check here Part XII 19,155,709. 228,256. 18,927,453. 18,927,453. 18,927,453. Qualifying Distributions (see instructions) Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes: a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 36,085,910. 1a b Program-related investments - total from Part IX-B 1b Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., 2 purposes 2 3 Amounts set aside for specific charitable projects that satisfy the: a Suitability test (prior IRS approval required) 3a b Cash distribution test (attach the required schedule) 3b 4 36,085,910. 4 Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income. 0 Enter 1% of Part I, line 27b (see instructions) 5 36,085,910. Adjusted qualifying distributions. Subtract line 5 from line 4 6 6 Note. The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years. 1 mmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm Form 990-PF (2014) JSA 4E1470 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 9 CHARLES KOCH FOUNDATION 48-0918408 Form 990-PF (2014) Part XIII 1 Page Distributable amount for 2014 from Part XI, line 7 2 9 Undistributed Income (see instructions) mmmmmmmmmmmmmmmmmmmmm m m 11m m m m m 10m m m 12 (a) Corpus (b) Years prior to 2013 (c) 2013 (d) 2014 18,927,453. Undistributed income, if any, as of the end of 2014: a Enter amount for 2013 only b Total for prior years: 20 ,20 ,20 Excess distributions carryover, if any, to 2014: 3 a From 2009 b From 2010 c From 2011 d From 2012 e From 2013 f mmmmmm mmmmmm mmmmmm mmmmmm mmmmmm Total of lines 3a through e 11,912,574. 8,931,145. 10,279,637. 6,999,545. 15,562,295. mmmmmmmmmmm 53,685,196. Qualifying distributions for 2014 from Part XII, 36,085,910. line 4: $ 4 I mmm mmmmmmm mmmmmmmmmmm mmmmm mm m a Applied to 2013, but not more than line 2a b Applied to undistributed income of prior years (Election required - see instructions) c Treated as distributions out of corpus (Election required - see instructions) 18,927,453. d Applied to 2014 distributable amount e Remaining amount distributed out of corpus 5 Excess distributions carryover applied to 2014 (If an amount appears in column (d), the same amount must be shown in column (a).) 6 Enter the net total of each column as 17,158,457. indicated below: a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 70,843,653. mmmmmmmmmmmmmm b Prior years' undistributed income. Subtract line 4b from line 2b c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed mmmmmmmm mmmmmmmmmmmm mmmmmmmmmmmmmmmmmm d Subtract line 6c from line 6b. Taxable amount - see instructions e Undistributed income for 2013. Subtract line 4a from line 2a. Taxable amount - see instructions f Undistributed income for 2014. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2015 mmmmmmmmmmmmmm Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) 7 mmmmmmmmmmm mmm mmmmmmm 8 Excess distributions carryover from 2009 not applied on line 5 or line 7 (see instructions) 9 Excess distributions carryover to 2015. Subtract lines 7 and 8 from line 6a 10 Analysis of line 9: a Excess from 2010 b Excess from 2011 c Excess from 2012 d Excess from 2013 e Excess from 2014 mmm mmm mmm mm mm mm 11,912,574. 58,931,079. 8,931,145. 10,279,637. 6,999,545. 15,562,295. 17,158,457. Form 990-PF (2014) JSA 4E1480 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 10 CHARLES KOCH FOUNDATION Private Operating Foundations (see instructions and Part VII-A, question 9) 48-0918408 Page 10 NOT APPLICABLE Form 990-PF (2014) Part XIV 1 a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2014, enter the date of the ruling m m m m m m m m m m m m m mI b Check box to indicate whether the foundation is a private operating foundation described in section 2 a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed Tax year (a) 2014 4942(j)(3) or Prior 3 years (b) 2013 4942(j)(5) (e) Total (c) 2012 (d) 2011 mmmmmmm mmmmm m mmmmm b 85% of line 2a c Qualifying distributions from Part XII, line 4 for each year listed d Amounts included in line 2c not used directly for active conduct of exempt activities e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c mmmmmm 3 Complete 3a, b, or c for the alternative test relied upon: a (1) (2) b mmm mmmmm "Assets" alternative test - enter: Value of all assets Value of assets qualifying under section 4942(j)(3)(B)(i) "Endowment" alternative test- enter 2/3 of minimum invest- mmm ment return shown in Part X, line 6 for each year listed c "Support" alternative test - enter: (1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) (2) Support from general public and 5 or more exempt organizations as provided in section 4942 (j)(3)(B)(iii) (3) Largest amount of support from an exempt organization (4) Gross investment income mmmmmm Part XV mmmmmm m m m m m mm Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at any time during the year - see instructions.) 1 Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).) CHARLES G. KOCH b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest. NONE 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs: I Check here if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d. a The name, address, and telephone number or e-mail address of the person to whom applications should be addressed: ATCH 17 b The form in which applications should be submitted and information and materials they should include: ATCH 18 c Any submission deadlines: NONE d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors: ATCH 19 JSA 4E1490 1.000 Form 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 990-PF (2014) PAGE 11 CHARLES KOCH FOUNDATION 48-0918408 Form 990-PF (2014) Page 11 Supplementary Information (continued) Part XV 3 Grants and Contributions Paid During the Year or Approved for Future Payment Recipient Name and address (home or business) a Paid during the year If recipient is an individual, show any relationship to any foundation manager or substantial contributor Foundation status of recipient Purpose of grant or contribution Amount ATCH 20 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI 3a mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI 3b Total b Approved for future payment 31,874,705. ATCH 21 Total JSA 4E1491 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 4,648,373. Form 990-PF (2014) PAGE 12 CHARLES KOCH FOUNDATION 48-0918408 Form 990-PF (2014) Part XVI-A Page 12 Analysis of Income-Producing Activities Enter gross amounts unless otherwise indicated. Unrelated business income (a) Business code 1 Program service revenue: (b) Amount Excluded by section 512, 513, or 514 (c) Exclusion code (d) Amount (e) Related or exempt function income (See instructions.) a b c d e f g Fees and contracts from government agencies mmmmm mmmm mmmmmmmmmm mmmmmmmm m mmmmmmmmmm mmm mm 2 Membership dues and assessments 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities 14 14 4,204,578. 4,606,119. 16 18 180. 5,062,431. 5 Net rental income or (loss) from real estate: a Debt-financed property b Not debt-financed property 6 Net rental income or (loss) from personal property 7 Other investment income 8 Gain or (loss) from sales of assets other than inventory 9 Net income or (loss) from special events 10 Gross profit or (loss) from sales of inventory 11 Other revenue: a ATCH 22 b 24,000. c d e 12 Subtotal. Add columns (b), (d), and (e) 13,873,308. mmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 13 Total. Add line 12, columns (b), (d), and (e) (See worksheet in line 13 instructions to verify calculations.) Part XVI-B Line No. L 13 24,000. 13,897,308. Relationship of Activities to the Accomplishment of Exempt Purposes Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes). (See instructions.) Form JSA 4E1492 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 990-PF (2014) PAGE 13 CHARLES KOCH FOUNDATION Form 990-PF (2014) Part XVII 1 a b c d 48-0918408 Page 13 Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations Did the organization directly or indirectly engage in any of the following with any other organization described Yes No in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? Transfers from the reporting foundation to a noncharitable exempt organization of: X (1) Cash 1a(1) X (2) Other assets 1a(2) Other transactions: X (1) Sales of assets to a noncharitable exempt organization 1b(1) X (2) Purchases of assets from a noncharitable exempt organization 1b(2) X (3) Rental of facilities, equipment, or other assets 1b(3) X (4) Reimbursement arrangements 1b(4) X (5) Loans or loan guarantees 1b(5) X (6) Performance of services or membership or fundraising solicitations 1b(6) X Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1c If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm (a) Line no. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements N/A N/A 2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527? b If "Yes," complete the following schedule. mmmmmmmmmmmmm (a) Name of organization (b) Type of organization Yes X No (c) Description of relationship Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Sign Here M Signature of officer or trustee Date Print/Type preparer's name Preparer's signature Paid ELIZABETH S HOGAN Preparer Firm's name BKD, LLP 1551 N WATERFRONT PKWY, STE 300 Use Only Firm's address I I WICHITA, KS M May with Title (see instructions)? Date Check the IRS discuss this the preparer shown if X return below Yes No PTIN P00273248 44-0160260 self-employed Firm's EIN 67206-6601 Phone no. I 316-265-2811 Form 990-PF (2014) JSA 4E1493 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 14 CHARLES KOCH FOUNDATION 48-0918408 FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME Kind of Property Gross sale price less expenses of sale 15908301. Depreciation allowed/ allowable P or D Description Cost or other basis FMV as of 12/31/69 Adj. basis as of 12/31/69 Excess of FMV over adj basis Date acquired Gain or (loss) Date sold EFPRP - SHORT TERM 2,597,226. VARIOUS -2597226. VARIOUS EFPRP - LONG TERM 8,248,644. VARIOUS 7,659,657. VARIOUS TOTAL GAIN(LOSS) ................................................ 5,062,431. JSA 4E1730 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 15 Schedule B (Form 990, 990-EZ, or 990-PF) Department of the Treasury Internal Revenue Service OMB No. 1545-0047 Schedule of Contributors I I Attach to Form 990, Form 990-EZ, or Form 990-PF. Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990. Name of the organization À¾µ¸ Employer identification number CHARLES KOCH FOUNDATION 48-0918408 Organization type (check one): Filers of: Section: Form 990 or 990-EZ 501(c)( ) (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF X 501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation Check if your organization is covered by the General Rule or a Special Rule. Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule X For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions. Special Rules For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3 % support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and III. For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year $ mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2014) JSA 4E1251 2.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 16 Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2014) Name of organization CHARLES KOCH FOUNDATION Employer identification number 48-0918408 Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) No. (b) Name, address, and ZIP + 4 1 (c) Total contributions KC 2009 FAMILY TRUST 4111 E. 37TH STREET N. WICHITA, KS (a) No. $ (c) Total contributions KE 2009 FAMILY TRUST 4111 E. 37TH STREET N. WICHITA, KS (a) No. $ 13,000,000. (c) Total contributions CHARLES G. KOCH 1997 TRUST 4111 E. 37TH STREET N. WICHITA, KS (a) No. $ 77,000,000. (c) Total contributions CCK DELAWARE REVOCABLE TRUST 4111 E. 37TH STREET N. WICHITA, KS (a) No. $ 19,500,000. (c) Total contributions ERK DELAWARE REVOCABLE TRUST 4111 E. 37TH STREET N. WICHITA, KS (a) No. $ 18,700,000. (c) Total contributions CHARLES KOCH 4111 E. 37TH STREET N. WICHITA, KS X (d) Type of contribution Person Payroll Noncash X (d) Type of contribution Person Payroll Noncash X (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) 67220 (b) Name, address, and ZIP + 4 6 Person Payroll Noncash (Complete Part II for noncash contributions.) 67220 (b) Name, address, and ZIP + 4 5 (d) Type of contribution (Complete Part II for noncash contributions.) 67220 (b) Name, address, and ZIP + 4 4 X (Complete Part II for noncash contributions.) 67220 (b) Name, address, and ZIP + 4 3 Person Payroll Noncash (Complete Part II for noncash contributions.) 67220 (b) Name, address, and ZIP + 4 2 13,000,000. (d) Type of contribution $ 21,870. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) 67220 Schedule B (Form 990, 990-EZ, or 990-PF) (2014) JSA 4E1253 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 17 Page 2 Schedule B (Form 990, 990-EZ, or 990-PF) (2014) Name of organization CHARLES KOCH FOUNDATION Employer identification number 48-0918408 Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (a) No. (b) Name, address, and ZIP + 4 7 (c) Total contributions GEORGE GIBBS 4111 E. 37TH STREET N. WICHITA, KS (a) No. $ (c) Total contributions W.M. FAIRBANK PO BOX 32429 PHOENIX, AZ (a) No. Person Payroll Noncash X (Complete Part II for noncash contributions.) 67220 (b) Name, address, and ZIP + 4 8 450,000. (d) Type of contribution $ 50,000. (d) Type of contribution Person Payroll Noncash X (Complete Part II for noncash contributions.) 85064 (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash $ (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash $ (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash $ (Complete Part II for noncash contributions.) (a) No. (b) Name, address, and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll Noncash $ (Complete Part II for noncash contributions.) Schedule B (Form 990, 990-EZ, or 990-PF) (2014) JSA 4E1253 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 18 Schedule B (Form 990, 990-EZ, or 990-PF) (2014) Name of organization Page 3 Employer identification number CHARLES KOCH FOUNDATION 48-0918408 Part II (a) No. from Part I Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. (b) Description of noncash property given (c) FMV (or estimate) (see instructions) (d) Date received (c) FMV (or estimate) (see instructions) (d) Date received (c) FMV (or estimate) (see instructions) (d) Date received (c) FMV (or estimate) (see instructions) (d) Date received (c) FMV (or estimate) (see instructions) (d) Date received (c) FMV (or estimate) (see instructions) (d) Date received $ (a) No. from Part I (b) Description of noncash property given $ (a) No. from Part I (b) Description of noncash property given $ (a) No. from Part I (b) Description of noncash property given $ (a) No. from Part I (b) Description of noncash property given $ (a) No. from Part I (b) Description of noncash property given $ Schedule B (Form 990, 990-EZ, or 990-PF) (2014) JSA 4E1254 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 19 Schedule B (Form 990, 990-EZ, or 990-PF) (2014) Name of organization Part III Page 4 Employer identification number CHARLES KOCH FOUNDATION 48-0918408 Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed. I (a) No. from Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 (a) No. from Part I (b) Purpose of gift Relationship of transferor to transferee (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 (a) No. from Part I (b) Purpose of gift Relationship of transferor to transferee (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 (a) No. from Part I (b) Purpose of gift Relationship of transferor to transferee (c) Use of gift (d) Description of how gift is held (e) Transfer of gift Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee Schedule B (Form 990, 990-EZ, or 990-PF) (2014) JSA 4E1255 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 20 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 1 FORM 990PF, PART I - OTHER INCOME DESCRIPTION OTHER INCOME - EXPENSE REIMBURSEMENTS OTHER INCOME - LAND RENT REVENUE AND EXPENSES PER BOOKS 24,000. 180. TOTALS 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 24,180. 85646 NET INVESTMENT INCOME 180. 180. ATTACHMENT 1 PAGE 21 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 2 FORM 990PF, PART I - LEGAL FEES REVENUE AND EXPENSES PER BOOKS DESCRIPTION LEGAL FEES TOTALS 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F NET INVESTMENT INCOME ADJUSTED NET INCOME CHARITABLE PURPOSES 356. 356. 356. 356. 85646 ATTACHMENT 2 PAGE 22 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 3 FORM 990PF, PART I - ACCOUNTING FEES REVENUE AND EXPENSES PER BOOKS DESCRIPTION ACCOUNTING FEES TOTALS 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F NET INVESTMENT INCOME ADJUSTED NET INCOME CHARITABLE PURPOSES 19,397. 19,397. 19,397. 19,397. 85646 ATTACHMENT 3 PAGE 23 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 4 FORM 990PF, PART I - OTHER PROFESSIONAL FEES REVENUE AND EXPENSES PER BOOKS DESCRIPTION PROFESSIONAL CONSULTING FEES WEBSITE FEES LAND MAINTENANCE FEES CORPORATE FILING FEES OTHER PROFESSIONAL FEES INVESTMENT MANAGEMENT FEES ON-LINE SERVICE FEES ADVERTISING FEES VIDEO PRODUCTION FEES SPEAKERS RECRUITING MEDIA TRAINING 191,157. 37,500. 2,404. 1,720. 7,629. 165,522. 16,018. 458. 170,473. 7,400. 6,300. 2,400. TOTALS 16733H K932 11/17/2015 9:34:55 PM NET INVESTMENT INCOME 608,981. V 14-7.6F 85646 CHARITABLE PURPOSES 191,157. 37,500. 2,404. 1,720. 7,629. 165,522. 16,018. 458. 170,473. 7,400. 6,300. 2,400. 167,926. 441,055. ATTACHMENT 4 PAGE 24 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 5 FORM 990PF, PART I - INTEREST EXPENSE REVENUE AND EXPENSES PER BOOKS DESCRIPTION INTEREST TOTALS 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F NET INVESTMENT INCOME 36,500. 36,500. 36,500. 36,500. 85646 ATTACHMENT 5 PAGE 25 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 6 FORM 990PF, PART I - TAXES REVENUE AND EXPENSES PER BOOKS DESCRIPTION FEDERAL EXCISE TAX VA BUSINESS PROPERTY TAX K-1 FOREIGN TAXES PAID TOTALS 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F NET INVESTMENT INCOME 362,683. 632. 35,078. 632. 35,078. 398,393. 35,710. 85646 ATTACHMENT 6 PAGE 26 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 7 FORM 990PF, PART I - OTHER EXPENSES REVENUE AND EXPENSES PER BOOKS 39,300. 4,441. 2. 10,408. 7,978. 185. 35. 994. 9,156. 1,711. 1,951. 2,218,413. DESCRIPTION INSURANCE POSTAGE & DELIVERY BANK FEES SUPPLIES TELEPHONE MEMBERSHIP & DUES AWARDS/INCENTIVES GIFTS LICENSE FEES INTERNET MISCELLANEOUS OTHER INVESTMENT EXPENSES TOTALS 16733H K932 11/17/2015 9:34:55 PM 2,294,574. V 14-7.6F 85646 NET INVESTMENT INCOME 1,951. 2,218,413. 2,220,364. CHARITABLE PURPOSES 39,300. 4,441. 2. 10,408. 7,978. 185. 10,185. 1,711. 6,062. 80,272. ATTACHMENT 7 PAGE 27 CHARLES KOCH FOUNDATION 48-0918408 INVESTMENTS - LAND, BUILDINGS, EQUIPMENT ATTACHMENT 8 FIXED ASSET DETAIL ASSET DESCRIPTION UNIMPROVED LAND METHOD/ BEGINNING CLASS BALANCE L TOTALS ACCUMULATED DEPRECIATION DETAIL ENDING ADDITIONS DISPOSALS BALANCE 3,377,694. 3,377,694. 3,377,694. 3,377,694. BEGINNING BALANCE ENDING ADDITIONS 922,000. DISPOSALS BALANCE 922,000. 922,000. ATTACHMENT 8 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 28 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 9 FORM 990PF, PART II - OTHER INVESTMENTS ENDING BOOK VALUE DESCRIPTION ELLIOT INTERNATIONAL FUND EFPRP BAIH TOTALS 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 ENDING FMV 49,689,725. 412,828,765. 60,000,000. 67,750,550. 418,291,976. 60,000,000. 522,518,490. 546,042,526. ATTACHMENT 9 PAGE 29 CHARLES KOCH FOUNDATION 48-0918408 LAND, BUILDINGS, EQUIPMENT NOT HELD FOR INVESTMENT ATTACHMENT 10 FIXED ASSET DETAIL ASSET DESCRIPTION OFFICE EQUIPMENT METHOD/ BEGINNING CLASS BALANCE SL TOTALS ADDITIONS ACCUMULATED DEPRECIATION DETAIL DISPOSALS ENDING BEGINNING BALANCE BALANCE 16,635. 16,635. 8,329. 16,635. 16,635. 8,329. ENDING ADDITIONS 3,327. DISPOSALS BALANCE 11,656. 11,656. ATTACHMENT 10 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 30 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 11 FORM 990PF, PART III - OTHER DECREASES IN NET WORTH OR FUND BALANCES DESCRIPTION AMOUNT IMPAIRMENT LOSS 922,000. TOTAL 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 922,000. 85646 PAGE 31 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 12 FORM 990PF, PART VII-A, LINE 11A-TRANSFERS FROM CONTROLLED ENTITY STATEMENT TOTAL AMOUNT 17,333,456. CONTROLLED ENTITY'S NAME: EFPRP INVESTMENTS, CONTROLLED ENTITY'S ADDRESS: 4111 E 37TH STREET CITY, STATE & ZIP: WICHITA, KS 67220 EIN: 45-5579068 TRANSFER AMOUNT: 16,983,000. EXPLANATION OF TRANSFER FROM CONTROLLED ENTITY: LLC NORTH WITHDRAWALS & DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT CONTROLLED ENTITY'S NAME: EFPRP MANAGER, LLC CONTROLLED ENTITY'S ADDRESS: 4111 E 37TH STREET CITY, STATE & ZIP: WICHITA, KS 67220 EIN: 45-5568481 TRANSFER AMOUNT: 350,456. EXPLANATION OF TRANSFER FROM CONTROLLED ENTITY: NORTH WITHDRAWALS & DISTRIBUTIONS FROM DOMESTIC PASSIVE INVESTMENT 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 32 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 13 FORM 990PF, PART VII-A, LINE 11A-TRANSFERS TO CONTROLLED ENTITY STATEMENT TOTAL AMOUNT 130,000,000. CONTROLLED ENTITY'S NAME: EFPRP INVESTMENTS, CONTROLLED ENTITY'S ADDRESS: 4111 E 37TH STREET CITY, STATE & ZIP: WICHITA, KS 67220 EIN: 45-5579068 TRANSFER AMOUNT: 130,000,000. EXPLANATION OF TRANSFER TO CONTROLLED ENTITY: LLC NORTH CAPITAL CONTRIBUTIONS TO DOMESTIC PASSIVE INVESTMENT 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 33 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 14 FORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT GRANTEE'S NAME: GRANTEE'S ADDRESS: CITY, STATE & ZIP: GRANT DATE: GRANT AMOUNT: GRANT PURPOSE: EMERGENT ORDER, LLC 505 WEST 15TH STREET AUSTIN, TX 78701 10/29/2014 500,000. IRS APPROVED MEDIA FELLOWSHIP PROGRAM- SALARIES, TAXES, EMPLOYEE BENEFITS AND EDUCATIONAL OVERHEAD 208,333. NO 3/31/2015 PARTIAL REPORT OF ALL EXPENDITURES TO DATE AMOUNT EXPENDED: ANY DIVERSION? DATES OF REPORTS: VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. GRANTEE'S NAME: THE REMNANT FOUNDATION GRANTEE'S ADDRESS: 1515 N. COURTHOUSE RD, STE 200 CITY, STATE & ZIP: ARLINGTON, VA 22201 GRANT DATE: 07/30/2014 GRANT AMOUNT: 15,000. GRANT PURPOSE: TUITION SCHOLARSHIPS TO PRAXIS PROGRAM AMOUNT EXPENDED: 15,000. ANY DIVERSION? NO DATES OF REPORTS: 03/24/2015 FULL AND COMPLETE REPORT OF ALL EXPENDITURES VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. GRANTEE'S NAME: GRANTEE'S ADDRESS: CITY, STATE & ZIP: GRANT DATE: GRANT AMOUNT: GRANT PURPOSE: THE JOHN WILLIAM POPE CENTER 353 E. SIX FORKS ROAD, SUITE 200 RALEIGH, NC 27609 04/02/2014 10,000. EVENT SPEAKERS, STAFF TIME, GUEST AND STAFF TRAVEL, & PARTICIPANT DINNER 8,188. NO 03/30/2015 PARTIAL REPORT OF ALL EXPENDITURES TO DATE AMOUNT EXPENDED: ANY DIVERSION? DATES OF REPORTS: VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. CONT'D ON NEXT PAGE 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 34 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 14 (CONT'D) FORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT GRANTEE'S NAME: LINCOLN LABS ACTION, INC. GRANTEE'S ADDRESS: 1742 BRADDOCK COURT CITY, STATE & ZIP: SAN JOSE, CA 95125 GRANT DATE: 11/12/2014 GRANT AMOUNT: 180,000. GRANT PURPOSE: EDUCATION AND NETWORKING EVENT AMOUNT EXPENDED: 90,000. ANY DIVERSION? NO DATES OF REPORTS: 03/31/2015 PARTIAL REPORT OF ALL EXPENDITURES TO DATE VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. GRANTEE'S NAME: GRANTEE'S ADDRESS: CITY, STATE & ZIP: GRANT DATE: GRANT AMOUNT: GRANT PURPOSE: PUBLIC CHOICE SOCIETY 224C FORSYTH CULLOWHEE, NC 28723 11/03/2014 10,500. OFFERS FINANCIAL ASSISTANCE FOR GRADUATE STUDENTS TO ATTEND AND PRESENT RESEARCH AT ANNUAL MEETING 10,500. NO 11/12/2015 FULL AND COMPLETE REPORT OF ALL EXPENDITURES AMOUNT EXPENDED: ANY DIVERSION? DATES OF REPORTS: VERIFICATION DATE: RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. GRANTEE'S NAME: KING'S COLLEGE LONDON GRANTEE'S ADDRESS: STRAND WC2R 2L8 CITY, STATE & ZIP: LONDON FOREIGN COUNTRY: UNITED KINGDOM GRANT DATE: 10/29/2014 GRANT AMOUNT: 5,000. GRANT PURPOSE: RESEARCH AMOUNT EXPENDED: ANY DIVERSION? NO DATES OF REPORTS: UNKNOWN VERIFICATION DATE: RESULTS OF VERIFICATION: THE ORGANIZATION HAS REQUESTED EXPENDITURE RESPONSIBILITY REPORTING. AS OF THIS FILING, THE ORGANIZATION HAS BEEN UNABLE TO OBTAIN A REPORT. THE ORGANIZATION WILL WITHHOLD ALL FUTURE GRANTS UNTIL THE DELINQUENT REPORT IS SUBMITTED BY GRANTEE. THE ORGANIZATION IS TAKING REASONABLE STEPS TO OBTAIN A REPORT FROM THE GRANTEE. 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 35 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES NAME AND ADDRESS TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION ATTACHMENT 15 CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS COMPENSATION EXPENSE ACCT AND OTHER ALLOWANCES CHARLES CHASE KOCH P.O. BOX 2256 WICHITA, KS 67201-2256 DIRECTOR .25 0 0 0 ELIZABETH B KOCH P.O. BOX 2256 WICHITA, KS 67201-2256 DIRECTOR .25 0 0 0 CHARLES G KOCH P.O. BOX 2256 WICHITA, KS 67201-2256 DIRECTOR/ CHAIRMAN .25 0 0 0 HEATHER LOVE P.O. BOX 2256 WICHITA, KS 67201-2256 TREASURER 1.00 0 0 0 BRIAN MENKES 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 SECRETARY 1.00 0 0 0 RICHARD H FINK 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 PRESIDENT/DIRECTOR 1.00 0 0 0 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 ATTACHMENT 15 PAGE 36 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES NAME AND ADDRESS TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION ATTACHMENT 15 (CONT'D) CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS COMPENSATION EXPENSE ACCT AND OTHER ALLOWANCES DALE GIBBENS 1320 N. COURTHOUSE RD. SUITE 500 ARLINGTON, VA 22201 EXECUTIVE VICE PRESIDENT 1.00 0 0 0 DUSTIN PERRY P.O. BOX 2256 WICHITA, KS 67201-2256 TREASURER 1.00 0 0 0 BRIAN HOOKS 1320 N. COURTHOUSE RD. SUITE 500 ARLINGTON, VA 22201 PRESIDENT 20.00 119,093. 10,945. 7,865. WILLIAM RUGER 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 VICE PRESIDENT OF RESEARCH 1.00 0 0 0 KEVIN GENTRY 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 VICE PRESIDENT 1.00 0 0 0 RYAN STOWERS 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 VP HIGHER EDUCATION 40.00 196,594. 12,000. 15,730. GRAND TOTALS 315,687. 22,945. 23,595. 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 ATTACHMENT 15 PAGE 37 CHARLES KOCH FOUNDATION 48-0918408 990PF, PART VIII - COMPENSATION OF THE FIVE HIGHEST PAID EMPLOYEES ATTACHMENT 16 NAME AND ADDRESS TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION COMPENSATION CONTRIBUTIONS EXPENSE ACCT TO EMPLOYEE AND OTHER BENEFIT PLANS ALLOWANCES CHARLES RUGER 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 DIR. UNIV. INVEST. 40.00 132,590. 4,500. 5,033. DEREK JOHNSON 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 DIR. EDUCATIONAL DEV 40.00 119,872. 7,425. 710. ADAM KISSEL 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 PGM OFF UNIV INVEST 40.00 114,423. 7,163. 5,033. DEBI GHATE 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 DIR ACAD/HIGHER ED 40.00 116,935. 5,400. 5,033. BRENNAN BROWN 1320 N. COURTHOUSE RD, SUITE 500 ARLINGTON, VA 22201 ASSOC DIR ACAD PRGMS 40.00 107,484. 5,300. 15,730. 591,304. 29,788. 31,539. TOTAL COMPENSATION 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 ATTACHMENT 16 PAGE 38 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 17 FORM 990PF, PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS CHARLES KOCH FOUNDATION 1320 N. COURTHOUSE RD. SUITE 500 ARLINGTON, VA 22201 703-875-1658 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 39 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 18 990PF, PART XV - FORM AND CONTENTS OF SUBMITTED APPLICATIONS ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION AND WHICH MEET THE CRITERIA LISTED IN ATTACHMENT 18 SHOULD SUBMIT A SHORT LETTER (NO MORE THAN THREE PAGES) OUTLINING THEIR REQUEST. THE LETTER SHOULD CLEARLY AND SUCCINCTLY STATE: 1. PROSPECTIVE GRANTEE'S MISSION AND GOALS; 2. SPECIFIC PROJECT FOR WHICH SUPPORT IS BEING SOUGHT; 3. AMOUNT OF FUNDING REQUESTED; 4. NAME, TITLE, ADDRESS, TELEPHONE NUMBER, AND EMAIL ADDRESS OF THE PRIMARY CONTACT PERSON; AND, 5. CURRENT ANNUAL BUDGET OR AUDITED FINANCIAL STATEMENTS IF APPLICABLE, PLEASE ALSO INCLUDE A LIST OF OTHER SUPPORT (E.G., FUNDING, IN-KIND CONTRIBUTIONS) SECURED FOR THE PROJECT. BECAUSE THE FOUNDATION GENERALLY ONLY SUPPORTS SECTION 501(C)(3) PUBLIC CHARITIES, IT ALSO REQUIRES THAT YOU SUBMIT VERIFICATION FROM THE IRS THAT YOUR ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX AS A SECTION 501(C)(3) ORGANIZATION AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION KINDLY REQUESTS THAT NO MATERIALS BEYOND WHAT ARE DESCRIBED ABOVE BE INCLUDED. 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 40 CHARLES KOCH FOUNDATION 48-0918408 ATTACHMENT 19 990PF, PART XV - RESTRICTIONS OR LIMITATIONS ON AWARDS THE CHARLES KOCH FOUNDATION FOCUSES ON A SELECT NUMBER OF PROGRAMS THAT SUPPORT SOCIAL PROGRESS, WELL-BEING, AND LONG-TERM PROSPERITY. THE FOUNDATION PRIMARILY SUPPORTS RESEARCH AND EDUCATION PROGRAMS THAT ANALYZE THE IMPACT OF FREE SOCIETIES, IN PARTICULAR HOW THEY ADVANCE THE WELL-BEING OF SOCIETY. THE FOUNDATION GENERALLY SUPPORTS ONLY INTERNAL REVENUE CODE SECTION 501(C)(3) NON-PROFIT PUBLIC CHARITIES AND UNIVERSITIES THAT ARE ORGANIZED AND OPERATED WITHIN THE UNITED STATES. GRANT REQUESTS FROM FOR-PROFIT CORPORATIONS WILL GENERALLY NOT BE CONSIDERED, AND REQUESTS FROM INDIVIDUALS WILL NOT BE CONSIDERED UNLESS PURSUANT TO AN IRS-APPROVED FOUNDATION INDIVIDUAL GRANT PROGRAM. THE FOUNDATION GENERALLY DOES NOT PROVIDE SUPPORT FOR OVERHEAD IN GRANTS MADE TO UNIVERSITIES, COLLEGES, AND OTHER SIMILAR INSTITUTIONS. OVERHEAD INCLUDES, BUT IS NOT LIMITED TO, INSUFFICIENTLY SPECIFIED AND/OR INSUFFICIENTLY DETAILED OVERHEAD COSTS (E.G., A REQUIREMENT THAT A FIXED PERCENTAGE OF A GRANT AMOUNT BE DEDICATED TO GRANT ADMINISTRATION.) 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 41 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT 1889 INSTITUTE NONE 2602 S. SHINNERY OAK COURT PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 60,000. EDUCATIONAL PROGRAMS 25,000. EDUCATIONAL PROGRAMS 12,500. EDUCATIONAL PROGRAMS 6,000. GENERAL OPERATING SUPPORT 4,000. GENERAL OPERATING SUPPORT 10,000. STILLWATER, OK 74074 ACADEMY ON CAPITALISM AND LIMITED GOVERNMENT FOUND NONE 528 E GREEN ST., PC SUITE 202 CHAMPAIGN, IL 61820 AGORA INSTITUTE FOR CIVIC VIRTUE & THE COMMON GOOD NONE 1300 EAGLE ROAD PC SAINT DAVIDS, PA 19087 ALLEGHENY COLLEGE NONE 520 N. MAIN STREET PC MEADVILLE, PA 16335 AMERICAN COUNCIL ON ECONOMICS AND SOCIETY NONE 44523 PATRICIA DRIVE PC STERLING HEIGHTS, MI 48314 AMERICAN ENTERPRISE INSTITUTE NONE 1150 17TH STREET NW PC WASHINGTON, DC 20036 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 42 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT AMERICAN LEGISLATIVE EXCHANGE COUNCIL NONE 1101 VERMONT AVE, NW - 11TH FLOOR PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 150,000. WASHINGTON, DC 20005 AMERICAN UNIVERSITY NONE DEPARTMENT OF GOVERNMENT PC EDUCATIONAL PROGRAMS 9,000. GENERAL OPERATING SUPPORT 2,980. EDUCATIONAL PROGRAMS 6,000. EDUCATIONAL PROGRAMS 500. EDUCATIONAL PROGRAMS 7,000. SCHOOL OF PUBLIC AFFAIRS WASHINGTON, DC 20016-8130 AMERICA'S FUTURE FOUNDATION NONE 1513 16TH STREET NW PC WASHINGTON, DC 20036 ANDREW COLLEGE NONE 501 COLLEGE STREET PC CUTHBERT, GA 39840 APPALACHIAN STATE UNIVERSITY NONE ASU BOX 32068 PC BOONE, NC 28608 ARIZONA CHRISTIAN UNIVERSITY NONE 2625 E. CACTUS ROAD PC PHOENIX, AZ 85032 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 43 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT ARIZONA STATE UNIVERSITY FOUNDATION NONE ATTN: CASH RECEIPTS PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 230,700. EDUCATIONAL PROGRAMS 20,000. GENERAL OPERATING SUPPORT 25,000. PO BOX 2260 TEMPE, AZ 85280 ASHLAND UNIVERSITY NONE 401 COLLEGE AVE. PC ASHLAND, OH 44805 ATLAS ECONOMIC RESEARCH FOUNDATION NONE 1201 L STREET NW PC FLOOR 12 WASHINGTON, DC 20005 AUSTIN PEAY STATE UNIVERSITY NONE 601 COLLEGE STREET PC EDUCATIONAL PROGRAMS 1,200. EDUCATIONAL PROGRAMS 6,500. EDUCATIONAL PROGRAMS 33,000. PO BOX 4517 CLARKSVILLE, TN 37044 AVE MARIA UNIVERSITY NONE 1025 COMMONS CIRCLE PC NAPLES, FL 34119 AYN RAND INSTITUTE NONE 2121 ALTON PARKWAY PC SUITE 250 IRVINE, CA 92606 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 44 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT AZUSA PACIFIC UNIVERSITY NONE 901 E. ALOSTA AVE. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 18,000. EDUCATIONAL PROGRAMS 9,000. EDUCATIONAL PROGRAMS 6,000. EDUCATIONAL PROGRAMS 12,500. EDUCATIONAL PROGRAMS 7,000. EDUCATIONAL PROGRAMS 9,500. PO BOX 7000 AZUSA, CA 91702-7000 BALL STATE UNIVERSITY NONE 2800 W BETHEL AVE. PC MUNCIE, IN 47308 BARTON COLLEGE NONE PO BOX 5000 PC WILSON, NC 27893 BAYLOR UNIVERSITY NONE ONE BEAR PLACE #98015 PC WACO, TX 76798-8015 BELOIT COLLEGE NONE 700 COLLEGE STREET PC BELOIT, WI 53511 BENEDICTINE COLLEGE NONE 1020 NORTH 2ND STREET PC ATCHISON, KS 66002 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 45 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT BERRY COLLEGE NONE PO BOX 495024 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 6,800. EDUCATIONAL PROGRAMS 380,000. EDUCATIONAL PROGRAMS 7,500. EDUCATIONAL PROGRAMS 15,000. EDUCATIONAL PROGRAMS 8,000. EDUCATIONAL PROGRAMS 5,000. MOUNT BERRY, GA 30149-5024 BILL OF RIGHTS INSTITUTE NONE 200 N. GLEBE RD. PC SUITE 200 ARLINGTON, VA 22203 BIOLA UNIVERSITY NONE 13800 BIOLA AVE. PC LA MIRADA, CA 90639 BOISE STATE UNIVERSITY FOUNDATION NONE 2225 UNIVERSITY DRIVE PC BOISE, ID 83706 BOWLING GREEN STATE UNIVERSITY FOUNDATION NONE MILETI ALUMNI CENTER PC BOWLING GREEN, OH 43403 BROOKFIELD ACADEMY NONE 3462 NORTH BROOKFIELD ROAD PC BROOKFIELD, WI 53045 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 46 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT BROOKINGS INSTITUTION NONE 1775 MASSACHUSETTS AVENUE NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 100,000. EDUCATIONAL PROGRAMS 150,000. EDUCATIONAL PROGRAMS 2,500. EDUCATIONAL PROGRAMS 41,000. GENERAL OPERATING SUPPORT 25,000. GENERAL OPERATING SUPPORT 10,000. WASHINGTON, DC 20036 BROOKLYN LAW SCHOOL NONE 250 JORALEMON ST. PC NEW YORK, NY 11201 BUENA VISTA UNIVERSITY NONE 610 W. FOURTH STREET PC STORM LAKE, IA 50588 CALIFORNIA STATE UNIVERSITY NONE 401 GOLDEN SHORE PC LONG BEACH, CA 90802 CALVIN COOLIDGE MEMORIAL FOUNDATION, INC. NONE 43 MESSER HILL RD. PC PLYMOUTH, VT 05056 CAPITAL RESEARCH CENTER NONE 1513 16TH STREET NW PC WASHINGTON, DC 20036 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 47 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT CARTHAGE COLLEGE NONE 2001 ALFORD PARK DRIVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 14,000. EDUCATIONAL PROGRAMS 1,110,000. EDUCATIONAL PROGRAMS 12,500. EDUCATIONAL PROGRAMS 80,000. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 2,000. KENOSHA, WI 53140 CATO INSTITUTE NONE 1000 MASSACHUSETTS AVENUE, NW PC WASHINGTON, DC 20001 CEDARVILLE UNIVERSITY NONE 251 NORTH MAIN STREET PC CEDARVILLE, OH 45314 CENTER FOR INDEPENDENT THOUGHT NONE 1420 WALNUT ST PC SUITE 1011 PHILADELPHIA, PA 19102 CENTRAL CAROLINA COMMUNITY COLLEGE FOUNDATION NONE 1105 KELLY DR. PC SANFORD, NC 27330 CENTRAL MICHIGAN UNIVERSITY NONE 251 FOUST HALL PC MOUNT PLEASANT, MI 48859 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 48 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT CHAPMAN UNIVERSITY NONE 1 UNIVERSITY DRIVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 10,000. EDUCATIONAL PROGRAMS 8,000. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 27,000. EDUCATIONAL PROGRAMS 6,500. EDUCATIONAL PROGRAMS 70,000. ORANGE, CA 92866 CHARLESTON SOUTHERN UNIVERSITY NONE 9200 UNIVERSITY BOULEVARD PC CHARLESTON, SC 29406 CHESTNUT HILL COLLEGE NONE 9601 GERMANTOWN AVENUE PC PHILADELPHIA, PA 19118 CHRISTOPHER NEWPORT UNIVERSITY NONE 1 AVENUE OF THE ARTS PC NEWPORT NEWS, VA 23606-2998 CLAFLIN UNIVERSITY NONE 400 MAGNOLIA STREET PC ORANGEBURG, SC 29115 CLAREMONT GRADUATE UNIVERSITY NONE 165 E. 10TH ST. PC CLAREMONT, CA 91711 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 49 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT CLAREMONT MCKENNA COLLEGE NONE 500 E. 9TH ST. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 27,000. EDUCATIONAL PROGRAMS 55,000. EDUCATIONAL PROGRAMS 15,000. EDUCATIONAL PROGRAMS 2,200. EDUCATIONAL PROGRAMS 40,000. EDUCATIONAL PROGRAMS 4,000. CLAREMONT, CA 91711-6400 CLEMSON UNIVERSITY NONE GRANTS & CONTRACTS ADMINISTRATION PC BRACKETT HALL RM 321 CLEMSON, SC 29634-5355 COASTAL CAROLINA UNIVERSITY NONE PO BOX 261954 PC CONWAY, SC 29528-6054 COLGATE UNIVERSITY NONE 13 OAK DRIVE PC HAMILTON, NY 13346 COLLEGE OF CHARLESTON NONE 66 GEORGE STREET PC CHARLESTON, SC 29424 COLLEGE OF COASTAL GEORGIA FOUNDATION NONE ONE COLLEGE DRIVE PC BRUNSWICK, GA 31520 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 50 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT COLLEGE OF THE SEQUOIAS FOUNDATION NONE 915 S. MOONEY BLVD. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 6,000. EDUCATIONAL PROGRAMS 29,960. EDUCATIONAL PROGRAMS 35,000. EDUCATIONAL PROGRAMS 4,000. EDUCATIONAL PROGRAMS 10,000. EDUCATIONAL PROGRAMS 300,000. VISALIA, CA 93277-2214 COLLEGE OF WILLIAM AND MARY NONE PO BOX 8795 PC WILLIAMSBURG, VA 23187-8795 COMPETITIVE ENTERPRISE INSTITUTE NONE 1899 L STREET NW PC FLOOR 12 WASHINGTON, DC 20036 CORBAN UNIVERSITY NONE 5000 DEER PARK DRIVE SE PC SALEM, OR 97317 CORNERSTONE SCHOOLS NONE 6861 EAST NEVADA PC DETROIT, MI 48234 CREIGHTON UNIVERSITY NONE 2500 CALIFORNIA PLAZA PC OMAHA, NE 68178 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 51 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT DAILY CALLER NEWS FOUNDATION NONE 1050 17TH ST. NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 80,000. GENERAL OPERATING SUPPORT 50,000. EDUCATIONAL PROGRAMS 40,000. EDUCATIONAL PROGRAMS 18,000. EDUCATIONAL PROGRAMS 3,000. SUITE 900 WASHINGTON, DC 20036 DONORS TRUST NONE 1800 DIAGONAL ST PC ALEXANDRIA, VA 22314 DUKE UNIVERSITY NONE 2200 W. MAIN ST. PC SUITE 710 DURHAM, NC 27705 ELEUTHERIA INSTITUTE NONE 18131 PARKRIDGE COURT PC FORT MYERS, FL 33908 ELIZABETHTOWN COLLEGE NONE ONE ALPHA DRIVE PC ELIZABETHTOWN, PA 17022 EMERGENT ORDER, LLC NONE 3820 SOUTH CONGRESS AVE NC GENERAL OPERATING SUPPORT 500,000. BUILDING 2 AUSTIN, TX 78704 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 52 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT EMORY UNIVERSITY NONE 201 DOWMAN DR PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 6,000. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 5,000. GENERAL OPERATING SUPPORT 8,000. GENERAL OPERATING SUPPORT 265,000. ATLANTA, GA 30322 EMPORIA STATE UNIVERSITY FOUNDATION NONE 1500 HIGHLAND STREET PC EMPORIA, KS 66801-5018 EUREKA COLLEGE NONE 300 EAST COLLEGE AVENUE PC EUREKA, IL 61530 FAB LAB TULSA, INC. NONE 710 S. LEWIS AVENUE PC TULSA, OK 74104 FEDERALIST SOCIETY NONE 1015 18TH ST. NW PC STUITE 425 WASHINGTON, DC 20036 FERRIS STATE UNIVERSITY NONE 119 SOUTH STREET PC EDUCATIONAL PROGRAMS 5,000. BIG RAPIDS, MI 49307 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 53 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT FLORIDA ATLANTIC UNIVERSITY NONE 777 GLADES RD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 6,000. EDUCATIONAL PROGRAMS 42,000. EDUCATIONAL PROGRAMS 626,247. EDUCATIONAL PROGRAMS 200,000. GENERAL OPERATING SUPPORT 300,000. GENERAL OPERATING SUPPORT 31,000. BOCA RATON, FL 33431 FLORIDA GULF COAST UNIVERSITY NONE 10501 FGCU BLVD, SOUTH PC FORT MYERS, FL 33965 FLORIDA STATE UNIVERSITY NONE 160 BELLAMY BLDG PC 113 COLLEGIATE LOOP TALLAHASSEE, FL 32306 FLORIDA SOUTHERN COLLEGE NONE 111 LAKE HOLLINGSWORTH DR. PC LAKELAND, FL 33801-5698 FOUNDATION FOR CONSTITUTIONAL GOVERNMENT NONE 350 WEST 42ND STREET PC SUITE 37C NEW YORK, NY 10036 FOUNDATION FOR ECONOMIC EDUCATION NONE 30 S. BROADWAY AVE. PC IRVINGTON, NY 10533 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 54 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION NONE 601 WALNUT STREET PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 75,000. SUITE 510 PHILADELPHIA, PA 19106 FRASER INSTITUTE NONE 4 FLOOR 1770 BURRARD ST. V6J3G7 PC EDUCATIONAL PROGRAMS 300,000. VANCOUVER BC CANADA FREE CONGRESS FOUNDATION NONE 901 N. WASHINGTON STREET PC GENERAL OPERATING SUPPORT 25,000. GENERAL OPERATING SUPPORT 26,000. EDUCATIONAL PROGRAMS 75,000. EDUCATIONAL PROGRAMS 10,000. SUITE 207 ALEXANDRIA, VA 22314 FREEDOM TRUST NONE 130 GREEN LANE PC GREENSBURG, PA 15601 FRONTIERS OF FREEDOM INSTITUTE NONE 4094 MAJECTIC LANE PC SUITE 380 FAIRFAX, VA 22033 GEORGE FOX UNIVERSITY NONE 414 N. MERIDIAN STREET PC NEWBERG, OR 97132 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 55 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT GEORGE MASON UNIVERSITY FOUNDATION NONE 4400 UNIVERSITY DR. MS 3A3 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 11,831,161. EDUCATIONAL PROGRAMS 60,000. EDUCATIONAL PROGRAMS 24,500. EDUCATIONAL PROGRAMS 7,000. EDUCATIONAL PROGRAMS 21,000. EDUCATIONAL PROGRAMS 36,500. FAIRFAX, VA 22030 GEORGE WASHINGTON UNIVERSITY NONE 805 21ST STREET NW PC SUITE 612 WASHINGTON, DC 20052 GEORGIA COLLEGE & STATE UNIVERSITY NONE CAMPUS BOX 96 PC MILLEDGEVILLE, GA 31061 GEORGIA GWINNETT COLLEGE FOUNDATION NONE 1000 UNIVERSITY CENTER LANE PC LAWRENCEVILLE, GA 30043 GEORGIA STATE UNIVERSITY NONE UNIVERSITY PLAZA PC 217 ALUMNI HALL ATLANTA, GA 30303 GROVE CITY COLLEGE NONE 100 CAMPUS DRIVE PC GROVE CITY, PA 16127 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 56 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT GUSTAVUS ADOLPHUS COLLEGE NONE 800 W. COLLEGE AVENUE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 7,000. EDUCATIONAL PROGRAMS 21,000. EDUCATIONAL PROGRAMS 8,000. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 8,000. EDUCATIONAL PROGRAMS 35,000. ST. PETER, MN 56082 HAMPDEN-SYDNEY COLLEGE NONE PO BOX 128 PC HAMPDEN SYDNEY, VA 23943 HAMPTON UNIVERSITY NONE 114 WIGWAM BLDG. PC HAMPTON, VA 23668 HARDING UNIVERSITY NONE 915 E. MARKET AVENUE PC SEARCY, AR 72143 HIGH POINT UNIVERSITY NONE 833 MONTLIEU AVE. PC HIGH POINT, NC 27262 HILLSDALE COLLEGE NONE 33 E COLLEGE STREET PC HILLSDALE, MI 49242 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 57 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT HOFSTRA UNIVERSITY NONE 121 HOFSTRA UNIVERSITY PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,000. EDUCATIONAL PROGRAMS 6,000. EDUCATIONAL PROGRAMS 17,000. EDUCATIONAL PROGRAMS 6,700. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 291,500. ROOM 256 HEMPSTEAD, NY 11549 HOLLINS UNIVERSITY NONE PO BOX 9658 PC ROANOKE, VA 24020 HOPE COLLEGE NONE 100 E 8TH ST PC STE 280 HOLLAND, MI 49423 HOUGHTON COLLEGE NONE 1 WILLARD AVE PC HOUGHTON, NY 14744 HOUSTON BAPTIST UNIVERSITY NONE 7502 FONDREN ROAD PC HOUSTON, TX 77074 INDIANA UNIVERSITY FOUNDATION NONE PO BOX 500 PC BLOOMINGTON, IN 47402 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 58 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT INSTITUTE FOR FAITH, WORK, AND ECONOMICS NONE 8400 WESTPARK DRIVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 13,500. EDUCATIONAL PROGRAMS 4,866,000. EDUCATIONAL PROGRAMS 25,000. SUITE 100 MCLEAN, VA 22102 INSTITUTE FOR HUMANE STUDIES NONE 3301 N FAIRFAX DRIVE PC SUITE 440 ARLINGTON, VA 22201 INSTITUTE OF WORLD POLITICS NONE 1521 16TH STREET NW PC WASHINGTON, DC 20036 INTERNATIONAL SOCIETY FOR INDIVIDUAL LIBERTY NONE 237 KEARNY ST. PC GENERAL OPERATING SUPPORT 7,000. SUITE 120 SAN FRANCISCO, CA 94108 IOWA STATE UNIVERSITY NONE 3609 ADMINISTRATIVE SERVICES BUILDING PC EDUCATIONAL PROGRAMS 23,000. GENERAL OPERATING SUPPORT 40,000. AMES, IA 50011 JACK MILLER CENTER NONE 3 BALA PLAZA WEST PC SUITE 401 BALA CYNWYD, PA 19004 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 59 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT JACKSONVILLE STATE UNIVERSITY FOUNDATION NONE 700 PELHAM ROAD NORTH PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 7,000. EDUCATIONAL PROGRAMS 40,000. EDUCATIONAL PROGRAMS 26,000. EDUCATIONAL PROGRAMS 18,000. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 6,000. JACKSONVILLE, AL 36265 JAMES MADISON INSTITUTE NONE 100 NORTH DUVAL STREET PC TALLAHASSEE, FL 32301 JAMES MADISON UNIVERSITY NONE FESTIVAL SUITE 1100 PC MSC 54206 HARRISONBURG, VA 22807 JAMES SPRUNT COMMUNITY COLLEGE NONE 133 JAMES SPRUNT DRIVE PC KENANSVILLE, NC 28349 JAMES WILSON INSTITUTE NONE 7 MAYFAIR LANE PC WESTPORT, CT 06880 JOHN BROWN UNIVERSITY NONE 2000 WEST UNIVERSITY STREET PC SILOAM SPRINGS, AR 72761 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 60 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT JOHN WILLIAM POPE CENTER NONE 353 E. SIX FORKS ROAD PF PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 10,000. SUITE 200 RALEIGH, NC 27609 KENNESAW STATE UNIVERSITY NONE 1000 CHASTAIN RD. PC EDUCATIONAL PROGRAMS 8,000. EDUCATIONAL PROGRAMS 12,000. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 9,000. KENNESAW, GA 30144 KENYON COLLEGE NONE 101 SCOTT LN PC GAMBIER, OH 43022 KING'S COLLEGE LONDON NONE STRAND, LONDON WC2R 2LS WC2R 2LS NC UNITED KINGDOM LAGRANGE COLLEGE NONE 601 BROAD ST. PC LAGRANGE, GA 30240 LAKE FOREST COLLEGE NONE 555 N SHERIDAN ROAD PC LAKE FOREST, IL 60045 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 61 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT LAKELAND COLLEGE NONE PO BOX 359 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,000. EDUCATIONAL PROGRAMS 1,500. EDUCATIONAL PROGRAMS 5,500. EDUCATIONAL PROGRAMS 8,500. SHEBOYGAN, WI 53082-0359 LEADERSHIP PROGRAM OF THE ROCKIES NONE 1777 SOUTH HARRISON STREET PC SUITE 807 DENVER, CO 80210 LEBANON VALLEY COLLEGE NONE OFFICE OF ADVANCEMENT PC 101 N COLLEGE AVE ANNVILLE, PA 17003 LEE UNIVERSITY NONE 1120 NORTH OCOEE ST. PC CLEVELAND, TN 37320 LIBERTY ON THE ROCKS NONE PO BOX 621443 PC GENERAL OPERATING SUPPORT 15,000. EDUCATIONAL PROGRAMS 12,000. LITTLETON, CO 80162 LIBERTY UNIVERSITY NONE 1971 UNIVERSITY BLVD. PC GH1605 LYNCHBURG, VA 24515 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 62 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT LINCOLN LABS ACTION, INC. NONE 1742 BRADDOCK COURT NC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 180,000. SAN JOSE, CA 95125 LINDENWOOD UNIVERSITY NONE 209 S. KINGSHIGHWAY PC EDUCATIONAL PROGRAMS 10,000. EDUCATIONAL PROGRAMS 4,000. EDUCATIONAL PROGRAMS 23,068. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 155,000. ST. CHARLES, MO 63301 LIPSCOMB UNIVERSITY NONE 1 UNIVERSITY PARK DRIVE PC SWANG 208 NASHVILLE, TN 37204 LOYOLA UNIVERSITY NONE 1032 W. SHERIDAN RD PC CHICAGO, IL 60660 MALONE UNIVERSITY NONE 2600 CLEVELAND AVENUE, NW PC CANTON, OH 44709 MANHATTAN INSTITUTE FOR POLICY RESEARCH NONE 52 VENDERBILT AVENUE PC 3RD FLOOR NEW YORK, NY 10017 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 63 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT MANHATTANVILLE COLLEGE NONE 2900 PURCHASE ST. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 6,500. EDUCATIONAL PROGRAMS 49,990. EDUCATIONAL PROGRAMS 92,700. EDUCATIONAL PROGRAMS 8,000. PURCHASE, NY 10577 MASSACHUSETTS INSTITUTE OF TECHNOLOGY NONE 77 MASSACHUSETTS AVE. PC CAMBRIDGE, MA 02139 MCGILL UNIVERSITY NONE 845 SHERBROOKE ST. W. H3A 0G4 PC MONTREAL QUEBEC CANADA MCKENDREE UNVIERSITY NONE 701 COLLEGE ROAD PC LEBANON, IL 62254 MCNEESE STATE UNIVERSITY NONE 4205 RYAN ST PC RETURN OF PARTIALLY UNUSED FUNDS -1,300. EDUCATIONAL PROGRAMS 20,500. LAKE CHARLES, LA 70605 MERCER UNIVERSITY NONE 1400 COLEMAN AVENUE PC MACON, GA 31207 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 64 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT METHODIST UNIVERSITY NONE 5400 RAMSEY ST. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 15,000. EDUCATIONAL PROGRAMS 20,000. EDUCATIONAL PROGRAMS 9,550. EDUCATIONAL PROGRAMS 9,000. EDUCATIONAL PROGRAMS 22,000. FAYETTEVILLE, NC 28311 METROPOLITAN STATE UNIVERSITY DENVER FOUNDATION NONE 1512 LARIMER STREET, SUITE 900 PC CAMPUS BOX 14 DENVER, CO 80217-8424 MICHIGAN STATE UNIVERSITY NONE 842 CHESTNUT RD PC RM S304 EAST LANSING, MI 48825 MIDDLE TENNESSEE STATE UNIVERSITY FOUNDATION NONE WOOD-STEGALL CENTER PC BOX 125 MURFREESBORO, TN 37132 MILLIKIN UNIVERSITY NONE 1184 WEST MAIN STREET PC DECATUR, IL 62522 MISSISSIPPI STATE UNIVERSITY NONE PO BOX 6149 PC MISSISSIPPI STATE, MS 39762 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 65 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT MONTANA STATE UNIVERSITY - BOZEMAN NONE DEPT. OF AGRICULTURAL ECONOMICS PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 14,500. EDUCATIONAL PROGRAMS 13,000. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 6,500. EDUCATIONAL PROGRAMS 9,942. PO BOX 172920 BOZEMAN, MT 59717 MONTCLAIR STATE UNIVERSITY FOUNDATION NONE 1 NORMAL AVENUE PC MONTCLAIR, NJ 07043 MOUNT HOLYOKE COLLEGE NONE 50 COLLEGE ST PC SOUTH HADLEY, MA 01075 MOVING PICTURE INSTITUTE NONE 375 GREENWICH ST. PC NEW YORK, NY 10013 MURRAY STATE UNIVERSITY NONE 102 CURRIS CENTER PC MURRAY, KY 42071 MUSICAL ELEMENTS NONE 5230 NORTH APACHE HILLS TRAIL PC GENERAL OPERATING SUPPORT 20,000. TUSCON, AZ 85750 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 66 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT NETWORK OF ENLIGHTENED WOMEN NONE 6501 DEAN ROAD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 4,000. INDIANAPOLIS, IN 46220 NEW YORK UNIVERSITY NONE 19 W 4TH STREET PC EDUCATIONAL PROGRAMS 35,500. EDUCATIONAL PROGRAMS 17,579. EDUCATIONAL PROGRAMS 27,500. EDUCATIONAL PROGRAMS 17,000. EDUCATIONAL PROGRAMS 11,000. NEW YORK, NY 10012 NORTH CAROLINA STATE UNIVERSITY NONE DIRECTOR OF CORPORATE & FDN RELATIONS PC 2801 FOUNDERS DRIVE RALEIGH, NC 27695-7229 NORTH DAKOTA STATE UNIVERSITY NONE DEPT 1000 PC PO BOX 6050 FARGO, ND 58108-6050 NORTH PARK UNIVERSITY NONE 3225 WEST FOSTER AVENUE PC CHICAGO, IL 60625 NORTHERN ILLINOIS UNIVERSITY NONE 1425 WEST LINCOLN HWY. PC DEKALB, IL 60115-2828 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 67 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT NORTHWEST NAZARENE UNIVERSITY NONE 623 HOLLY ST PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 8,000. EDUCATIONAL PROGRAMS 10,000. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 132,000. EDUCATIONAL PROGRAMS 52,228. NAMPA, ID 83686 NORTHWESTERN COLLEGE - IOWA NONE 101 7TH STREET SW PC ORANGE CITY, IA 51041 NORTHWESTERN OKLAHOMA STATE NONE 709 OK-14 PC ALVA, OK 73717 OGLETHORPE UNIVERSITY NONE 4484 PEACHTREE RD NE PC ATLANTA, GA 30319 OHIO STATE UNIVERSITY & FOUNDATION NONE 154 W 12TH AVE. PC COLUMBUS, OH 43210 OHIO UNIVERSITY FOUNDATION NONE 1 OHIO UNIVERSITY PC ATHENS, OH 45701 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 68 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT OPPORTUNITIES, ALTERNATIVES, AND RESOURCES NONE 10640 PAGE AVENUE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 4,633. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 68,500. EDUCATIONAL PROGRAMS 10,000. EDUCATIONAL PROGRAMS 3,000. EDUCATIONAL PROGRAMS 12,500. SUITE 250 FAIRFAX, VA 22030 OXFORD COLLEGE AT EMORY UNIVERSITY NONE 118 FEW CIRCLE PC OXFORD, GA 30054 PATRICK HENRY COLLEGE NONE 10 PATRICK HENRY CIRCLE PC PURCELLVILLE, VA 20132 PENNSYLVANIA STATE UNIVERSITY NONE UNIVERSITY PARK PC STATE COLLEGE, PA 16801 PRESBYTERIAN COLLEGE NONE 503 BROAD STREET PC CLINTON, SC 29325 PROVIDENCE COLLEGE NONE SOWA HALL 236 PC PROVIDENCE, RI 02918 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 69 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PUBLIC CHOICE SOCIETY NONE WESTERN CAROLINA UNIVERSITY NC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 10,500. EDUCATIONAL PROGRAMS 84,000. EDUCATIONAL PROGRAMS 7,500. CULLOWHEE, NC 28723 PURDUE UNIVERSITY NONE 403 W. STATE STREET PC WEST LAFAYETTE, IN 47907 RADFORD UNIVERSITY NONE PO BOX 6952 PC RADFORD, VA 24142 REASON FOUNDATION NONE 5737 MESMER AVENUE PC GENERAL OPERATING SUPPORT 10,000. LOS ANGELES, CA 90230 REASON, INDIVIDUALISM, FREEDOM INSTITUTE NONE 9400 S. DAMEN AVE. PC EDUCATIONAL PROGRAMS 2,000. EDUCATIONAL PROGRAMS 45,500. CHICAGO, IL 60643 REGENT UNIVERSITY NONE 1000 REGENT UNIVERSITY DRIVE PC VIRGINIA BEACH, VA 23464-9800 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 70 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT REMNANT FOUNDATION NONE 3167 SONJA WAY PF PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 15,000. EDUCATIONAL PROGRAMS 20,000. EDUCATIONAL PROGRAMS 3,500. EDUCATIONAL PROGRAMS 9,000. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 11,000. MOUNT PLEASANT, SC 29466 RENSSELAER POLYTECHNIC INSTITUTE NONE 110 8TH ST. PC TROY, NY 12180 ROANOKE COLLEGE NONE 221 COLLEGE LANE PC SALEM, VA 24153 ROBERT MORRIS UNIVERSITY NONE 6001 UNIVERSITY BOULEVARD PC MOON TOWNSHIP, PA 15108-1189 ROCHESTER INSTITUTE OF TECHNOLOGY NONE 92 LOMB DRIVE PC ROCHESTER, NY 14623 ROCKFORD UNIVERSITY NONE 5050 EAST STATE STREET PC ROCKFORD, IL 61108 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 71 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT ROGERS STATE UNIVERSITY FOUNDATION NONE 1701 WEST WILL ROGERS BOULEVARD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 6,500. EDUCATIONAL PROGRAMS 6,000. CLAREMORE, OK 74017 RUTGERS UNIVERSITY FOUNDATION NONE 7 COLLEGE AVENUE, WINANTS HALL PC NEW BRUNSWICK, NJ 08901 RYAN FOUNDATION NONE 805 BROWER ROAD PC GENERAL OPERATING SUPPORT 30,000. WAYNE, PA 19087 SAINT FRANCIS UNIVERSITY NONE P.O. BOX 600 PC EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 23,000. LORETTO, PA 15940 SALISBURY UNIVERSITY NONE 1101 CAMDEN AVENUE PC SALISBURY, MD 21801-6860 SALVATION ARMY NONE 615 SLATERS LANE PC GENERAL OPERATING SUPPORT 2,000. ALEXANDRIA, VA 22313 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 72 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT SAM HOUSTON STATE UNIVERSITY NONE PO BOX 2392 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 6,500. EDUCATIONAL PROGRAMS 10,000. EDUCATIONAL PROGRAMS 14,000. EDUCATIONAL PROGRAMS 3,000. EDUCATIONAL PROGRAMS 15,000. EDUCATIONAL PROGRAMS 11,000. HUNTSVILLE, TX 77341 SAMFORD UNIVERSITY NONE ATTN ART CARDEN PC DBH 314 BIRMINGHAM, AL 35229 SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION NONE 5250 CAMPANILE DRIVE PC SAN DIEGO, CA 92182 SAN JACINTO COLLEGE NONE 5800 UVALDE ROAD PC HOUSTON, TX 77049 SARAH LAWRENCE COLLEGE NONE 1 MEAD WAY PC BRONXVILLE, NY 10708 SETON HALL UNIVERSITY NONE 400 SOUTH ORANGE AVENUE PC SOUTH ORANGE, NJ 07079 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 73 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT SHASTA COLLEGE FOUNDATION NONE PO BOX 496006 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 10,000. REDDING, CA 96049 SOCIETY FOR THE DEVELOPMENT OF AUSTRIAN ECONOMICS NONE 7708 QUEENS GARDEN PC GENERAL OPERATING SUPPORT 3,500. DALLAS, TX 75248 SOUTHERN ILLINOIS UNIVERSITY NONE 1263 LINCOLN DRIVE PC EDUCATIONAL PROGRAMS 14,750. EDUCATIONAL PROGRAMS 192,000. EDUCATIONAL PROGRAMS 4,000. EDUCATIONAL PROGRAMS 12,000. CARBONDALE, IL 62901 SOUTHERN METHODIST UNIVERSITY NONE PO BOX 750100 PC DALLAS, TX 75275 SOUTHWESTERN LAW SCHOOL NONE 3050 WILSHIRE BLVD. PC LOS ANGELES, CA 90010 ST. AMBROSE UNIVERSITY NONE 518 W. LOCUST STREET PC DAVENPORT, IA 52803 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 74 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT ST BONAVENTURE UNIVERSITY NONE 3261 W STATE ROAD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 8,000. EDUCATIONAL PROGRAMS 6,000. EDUCATIONAL PROGRAMS 5,500. EDUCATIONAL PROGRAMS 7,000. EDUCATIONAL PROGRAMS 46,500. EDUCATIONAL PROGRAMS 15,300. ST. BONAVENTURE, NY 14778 ST. CLOUD STATE UNIVERSITY FOUNDATION NONE 720 4TH AVENUE SOUTH PC SAINT CLOUD, MN 56301-4498 ST. EDWARDS UNIVERSITY NONE 3001 S. CONGRESS AVE. PC AUSTIN, TX 78704 ST. JOHN FISHER COLLEGE NONE 3690 EAST AVENUE PC ROCHESTER, NY 14618 ST JOHNS UNIVERSITY NONE 8000 UTOPIA PARKWAY PC QUEENS, NY 11439 ST. LAWRENCE UNIVERSITY NONE 23 ROMODA DRIVE PC CANTON, NY 13617 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 75 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT ST. MARY'S COLLEGE OF MARYLAND FOUNDATION NONE 18952 E. FISHER RD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 15,000. EDUCATIONAL PROGRAMS 40,000. EDUCATIONAL PROGRAMS 14,000. EDUCATIONAL PROGRAMS 24,000. EDUCATIONAL PROGRAMS 20,000. SAIT MARYS CITY, MD 20686 ST VINCENT COLLEGE NONE 300 FRASOR PURCHASE ROAD PC LATROBE, PA 15650 STANFORD UNIVERSITY NONE 616 SERRA STREET PC 100 ENCINA HALL WEST STANFORD, CA 94305 STATE UNIVERSITY OF NEW YORK - PLATTSBURGH NONE P.O. BOX 9 PC ALBANY, NY 12201 STEPHEN F AUSTIN STATE UNIVERSITY NONE OFFICE OF THE CONTROLLER PC PO BOX 13035, SFA STATION NACOGDOCHES, TX 75962 STONEHILL COLLEGE NONE 320 WASHINGTON ST. PC NORTH EASTON, MA 02357 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 76 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT STRATA POLICY, INC. NONE 255 S. MAIN ST. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 1,120,000. SUITE 100 LOGAN, UT 84321 SUFFOLK UNIVERSITY NONE 8 ASHBURTON PLACE PC EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 7,000. BOSTON, MA 02108-2770 SUSQUEHANNA UNIVERSITY NONE 514 UNIVERSITY AVENUE PC SELINSGROVE, PA 17870 TALIESIN NEXUS NONE 3328 OAKHURST AVE. APT. 204 PC GENERAL OPERATING SUPPORT 100,000. GENERAL OPERATING SUPPORT 425,000. LOS ANGELES, CA 90034 TAX FOUNDATION NONE 529 14TH STREET NW PC SUITE 420 WASHINGTON, DC 20045 TEXAS A&M UNIVERSITY FOUNDATION NONE 401 GEORGE BUSH DR PC EDUCATIONAL PROGRAMS 84,000. COLLEGE STATION, TX 77840 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 77 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT TEXAS PUBLIC POLICY FOUNDATION NONE 900 CONGRESS AVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT GENERAL OPERATING SUPPORT 200,000. SUITE 400 AUSTIN, TX 78701 TEXAS STATE UNIVERSITY - SAN MARCOS NONE 601 UNIVERSITY DRIVE PC EDUCATIONAL PROGRAMS 8,000. EDUCATIONAL PROGRAMS 16,000. EDUCATIONAL PROGRAMS 610,000. EDUCATIONAL PROGRAMS 16,000. EDUCATIONAL PROGRAMS 5,000. JCK420 SAN MARCOS, TX 78666 TEXAS TECH UNIVERSITY - FOUNDATION NONE BOX 41034 PC LUBBOCK, TX 79409-1034 THE CATHOLIC UNIVERSITY OF AMERICA NONE 9200 UNIVERSITY BLVD PC CHARLESTON, SC 29406 THE COLLEGE OF NEW JERSEY NONE 2000 PENNINGTON RD. PC EWING, NJ 08628 THE CURATORS OF THE UNIVERSITY OF MISSOURI NONE PO BOX 807012 PC KANSAS CITY, MO 64180 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 78 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT THE FOUNDATION FOR GROSSMONT & CUYAMACA COLLEGES NONE 8800 GROSSMONT COLLEGE DRIVE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,000. EL CAJON, CA 92020 THE FUND FOR AMERICAN STUDIES NONE 1706 NEW HAMPSHIRE AVE., NW PC GENERAL OPERATING SUPPORT 30,000. GENERAL OPERATING SUPPORT 200,000. GENERAL OPERATING SUPPORT 14,000. GENERAL OPERATING SUPPORT 30,000. WASHINGTON, DC 20009 THE HERITAGE FOUNDATION NONE 214 MASSACHUSETTS AVENUE NE PC WASHINGTON, DC 20002-4999 THE UNDERCURRENT NONE TU PUBLICATIONS, INC. PC 514 DANIELS STREET RALEIGH, NC 27605 TOWER FOUNDATION OF SAN JOSE STATE NONE ONE WASHINGTON SQUARE PC SAN JOSE, CA 95192 TOWSON UNIVERSITY FOUNDATION NONE 8000 YORK ROAD PC EDUCATIONAL PROGRAMS 6,000. BALTIMORE, MD 21252-0001 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 79 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT TRINITY COLLEGE NONE 300 SUMMIT STREET PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 13,000. EDUCATIONAL PROGRAMS 298,500. EDUCATIONAL PROGRAMS 10,500. EDUCATIONAL PROGRAMS 23,500. EDUCATIONAL PROGRAMS 30,000. EDUCATIONAL PROGRAMS 10,000. HARTFORD, CT 06106 TROY UNIVERSITY FOUNDATION NONE 2472 ADAMS ADMINISTRATION BLDG PC TROY, AL 36082 UNIVERSITY ENTERPRISES CORPORATION NONE 5500 UNIVERSITY PARKWAY PC SAN BERNARDINO, CA 92407 UNIVERSITY OF ARIZONA FOUNDATION NONE 1111 NORTH CHERRY AVENUE PC PO BOX 210109 TUCSON, AZ 85721-0109 UNIVERSITY OF ARKANSAS FOUNDATION NONE 535 RESEARCH CENTER BLVD PC STE 120 FAYETTEVILLE, AR 72701 UNIVERSITY OF CALIFORNIA - IRVINE NONE 510 ALDRICH HALL #5 PC IRVINE, CA 92697 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 80 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT UNIVERSITY OF CENTRAL ARKANSAS FOUNDATION NONE 201 DONAGHEY AVENUE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 6,500. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 6,000. EDUCATIONAL PROGRAMS 2,500. EDUCATIONAL PROGRAMS 16,000. EDUCATIONAL PROGRAMS 20,000. CONWAY, AR 72035 UNIVERSITY OF CHICAGO NONE 1643 W BERWYN PC CHICAGO, IL 60640 UNIVERSITY OF COLORADO FOUNDATION NONE 1800 GRANT STREET PC #725 DENVER, CO 80203 UNIVERSITY OF CONNECTICUT NONE 438 WHITNEY ROAD EXTENSION PC UNIT 1133 STORRS, CT 06269 UNIVERSITY OF DALLAS NONE 1845 E. NORTHGATE DR. PC IRVING, TX 75062 UNIVERSITY OF DAYTON NONE 300 COLLEGE PARK PC DAYTON, OH 45469 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 81 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT UNIVERSITY OF GEORGIA NONE 394 S. MILLEDGE AVE., SUITE 100 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 9,000. EDUCATIONAL PROGRAMS 119,500. EDUCATIONAL PROGRAMS 18,500. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 13,500. EDUCATIONAL PROGRAMS 6,500. ATHENS, GA 30602 UNIVERSITY OF KENTUCKY NONE 550 S LIMESTONE ST PC LEXINGTON, KY 40508 UNIVERSITY OF LOUISVILLE NONE COLLEGE OF BUSINESS PC LOUISVILLE, KY 40292 UNIVERSITY OF MAINE - MACHIAS NONE 116 O'BRIEN AVENUE PC MACHIAS, ME 04654 UNIVERSITY OF MARYLAND - BALTIMORE COUNTY NONE 1000 HILLTOP CIRCLE PC 319 PUBLIC POLICY BLDG. BALTIMORE, MD 21250 UNIVERSITY OF MINNESOTA - DULUTH NONE 10 UNIVERSITY DRIVE PC 21 CAMPUS CENTER DULUTH, MN 55812 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 82 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT UNIVERSITY OF MISSISSIPPI NONE P.O BOX 1848 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT RETURN OF PARTIALLY UNUSED FUNDS -4,136. EDUCATIONAL PROGRAMS 36,000. EDUCATIONAL PROGRAMS 6,000. EDUCATIONAL PROGRAMS 15,000. EDUCATIONAL PROGRAMS 139,100. EDUCATIONAL PROGRAMS 3,000. UNIVERSITY, MS 38677 UNIVERSITY OF MISSOURI - COLUMBIA NONE POLITICAL SCIENCE DEPARTMENT PC 113 PROFESSIONAL BLDG COLUMBIA, MO 65211 UNIVERSITY OF NEVADA - RENO NONE 1664 N. VIRGINIA STREET PC RENO, NV 89557-0208 UNIVERSITY OF NEW ORLEANS FOUNDATION NONE 2021 LAKESHORE DRIVE PC SUITE 307 NEW ORLEANS, LA 70122 UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL NONE 134 E. FRANKLIN STREET PC CB 6115 CHAPEL HILL, NC 27599-2200 UNIVERSITY OF NORTH TEXAS NONE PO BOX 13915 PC DENTON, TX 76203-6915 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 83 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT UNIVERSITY OF NOTRE DAME NONE 1251 N EDDY STREET PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 60,000. EDUCATIONAL PROGRAMS 3,000. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 12,300. EDUCATIONAL PROGRAMS 14,200. EDUCATIONAL PROGRAMS 7,000. SUITE 300 NOTRE DAME, IN 46556 UNIVERSITY OF OKLAHOMA NONE 729 ELM AVENUE PC HESTER HALL ROOM 329 NORMAN, OK 73019-0390 UNIVERSITY OF PITTSBURGH NONE PO BOX 371220 PC PITTSBURGH, PA 15251 UNIVERSITY OF RICHMOND NONE 28 WESTHAMPTON WAY PC RICHMOND, VA 23173 UNIVERSITY OF SAN DIEGO NONE 5998 ALCALA PARK PC SAN DIEGO, CA 92110 UNIVERSITY OF SOUTH ALABAMA NONE 307 UNIVERSITY BOULEVARD N. PC MOBILE, AL 36688 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 84 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT UNIVERSITY OF SOUTH FLORIDA FOUNDATION NONE 4202 E. FOWLER AVENUE, ALC100 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 3,200. EDUCATIONAL PROGRAMS 6,000. EDUCATIONAL PROGRAMS 7,000. EDUCATIONAL PROGRAMS 8,000. EDUCATIONAL PROGRAMS 9,208. EDUCATIONAL PROGRAMS 5,000. TAMPA, FL 33620 UNIVERSITY OF ST. THOMAS NONE 3800 MONTROSE BLVD. PC HOUSTON, TX 77006 UNIVERSITY OF TAMPA NONE 401 WEST KENNEDY BLVD, BOX M PC TAMPA, FL 33606 UNIVERSITY OF TENNESSEE - KNOXVILLE NONE 1001 MCCLUNG TOWER PC KNOXVILLE, TN 37996 UNIVERSITY OF TEXAS - AUSTIN NONE PO BOX Y PC AUSTIN, TX 78713 UNIVERSITY OF TULSA NONE 800 SOUTH TUCKER DRIVE PC TULSA, OK 74104 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 85 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT UNIVERSITY OF VIRGINIA NONE C/O UVA OFFICE OF SPONSORED PROGRAMS PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 5,000. PO BOX 400195 CHARLOTTESVILLE, VA 22904 UNIVERSITY OF WASHINGTON NONE CAMPUS BOX 351122 PC RETURN OF PARTIALLY UNUSED FUNDS -2,003. SEATTLE, WA 98105-9995 UNIVERSITY OF WEST FLORIDA FOUNDATION NONE BUILDING 12 PC EDUCATIONAL PROGRAMS 8,000. EDUCATIONAL PROGRAMS 99,000. EDUCATIONAL PROGRAMS 65,000. GENERAL OPERATING SUPPORT 65,905. 11000 UNIVERSITY PARKWAY PENSACOLA, FL 32514 UNIVERSITY OF WISCONSIN FOUNDATION NONE ATTN: RUDIE FLIETNER PC 1848 UNIVERSITY AVENUE MADISON, WI 53726 UTAH STATE UNIVERSITY NONE 3500 OLD MAIN HILL PC LOGAN, UT 84322 VICTIMS OF COMMUNISM MEMORIAL FOUNDATION NONE 300 NEW JERSEY AVENUE NW PC SUITE 900 WASHINGTON, DC 20001 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 86 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT VIRGINIA MILITARY INSTITUTE FOUNDATION NONE PO BOX 932 PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 10,500. EDUCATIONAL PROGRAMS 87,000. EDUCATIONAL PROGRAMS 5,000. EDUCATIONAL PROGRAMS 10,000. RETURN OF PARTIALLY UNUSED FUNDS -2,671. LEXINGTON, VA 24450 WAKE FOREST UNIVERSITY NONE 1834 WAKE FOREST ROAD PC PO BOX 7201 WINSTON SALEM, NC 27109 WAKE TECHNICAL COMMUNITY COLLEGE NONE 9101 FAYETTEVILLE ROAD PC RALEIGH, NC 27603 WASHINGTON COLLEGE NONE 300 WASHINGTON AVENUE PC CHESTERTOWN, MD 21620 WASHINGTON UNIVERSITY - ST. LOUIS NONE ONE BROOKINGS DRIVE PC ST. LOUIS, MO 63130 WEBBER INTERNATIONAL UNIVERSITY NONE 1201 N. SCENIC HWY PC EDUCATIONAL PROGRAMS 6,000. BABSON PARK, FL 33827 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 87 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT WELLESLEY COLLEGE NONE 106 CENTRAL STREET PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 7,000. EDUCATIONAL PROGRAMS 9,000. EDUCATIONAL PROGRAMS 10,000. EDUCATIONAL PROGRAMS 14,500. EDUCATIONAL PROGRAMS 239,025. EDUCATIONAL PROGRAMS 16,000. WELLESLEY, MA 02481 WESLEYAN COLLEGE NONE 4760 FORSYTH ROAD PC MACON, GA 31210 WEST LIBERTY UNIVERSITY RESEARCH CORPORATION NONE 208 UNIVERSITY DRIVE PC COLLEGE UNION BOX 129 WEST LIBERTY, WV 26074 WEST TEXAS A&M UNIVERSITY NONE BOX 60187 PC CANYON, TX 79016 WEST VIRGINIA UNIVERSITY NONE PO BOX 6025 PC MORGANTOWN, WV 26506-6025 WESTERN CAROLINA UNIVERSITY NONE 1 UNIVERSITY WAY PC CULLOWHEE, NC 28723 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 88 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT WESTERN KENTUCKY UNIVERSITY NONE 1906 COLLEGE HEIGHTS BLVD. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 15,000. EDUCATIONAL PROGRAMS 7,000. EDUCATIONAL PROGRAMS 3,000. EDUCATIONAL PROGRAMS 11,800. EDUCATIONAL PROGRAMS 4,500. EDUCATIONAL PROGRAMS 6,500. BOWLING GREEN, KY 42101 WESTERN MICHIGAN UNIVERSITY NONE 1903 W. MICHIGAN AVE. PC KALAMAZOO, MI 49008 WINGATE UNIVERSITY NONE P.O. BOX 159 PC WINGATE, NC 28174 WINSTON-SALEM STATE UNIVERSITY NONE 601 MARTIN LUTHER KING, JR. DRIVE PC WINSTON SALEM, NC 27110 WINTHROP UNIVERSITY NONE 701 OAKLAND AVENUE PC ROCK HILL, SC 29733 WOFFORD COLLEGE NONE 429 N. CHURCH ST. PC SPARTANBURG, SC 29303 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 89 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT YORK COLLEGE OF PENNSYLVANIA NONE 441 COUNTRY CLUB ROAD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 2,000. YORK, PA 17403 YOUNG AMERICANS FOR LIBERTY FOUNDATION NONE 3030 CLARENDON BLVD PC GENERAL OPERATING SUPPORT 192,350. GENERAL OPERATING SUPPORT 100,000. SUITE 200 ARLINGTON, VA 22201 YOUTH ENTREPRENEURS OF KANSAS NONE 4111 E. 37TH ST. N. PC SUITE D101 WICHITA, KS 67220 AMERICAN COUNCIL OF TRUSTEES NONE 1726 M STREET NW PC EDUCATIONAL GRANT 34,495. EDUCATIONAL GRANT 20,710. EDUCATIONAL GRANT 130,640. SUITE 802 WASHINGTON, DC 20036 AMERICAN ENTERPRISE INSTITUTE NONE 1150 17TH STREET NW PC WASHINGTON, DC 20036 AMERICAN LEGISLATIVE EXCHANGE NONE 1101 VERMONT AVE NW PC 11TH FLOOR WASHINGTON, DC 20005 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 90 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT AMERICAN SPECTATOR FOUNDATION NONE 1611 NORTH KENT STREET PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 16,470. EDUCATIONAL GRANT 123,984. NONE EDUCATIONAL GRANT 6,000. ATLAS ECONOMIC RESEARCH FOUNDATION NONE EDUCATIONAL GRANT 39,912. 1201 L STREET NW PC EDUCATIONAL GRANT 9,600. EDUCATIONAL GRANT 67,028. SUITE 901 ARLINGTON, VA 22209 AMERICANS FOR PROSPERITY FOUNDATION NONE 2111 WILSON BOULEVARD PC SUITE 350 ARLINGTON, VA 22201-3001 AMERICA'S FUTURE FOUNDATION 1513 16TH STREET NW WASHINGTON, DC 20036 FLOOR 12 WASHINGTON, DC 20005 AYN RAND INSTITUTE NONE 2121 ALTON PARKWAY PC SUITE 250 IRVINE, CA 92606 BILL OF RIGHTS INSTITUTE NONE 200 N. GLEBE RD. PC SUITE 200 ARLINGTON, VA 22203 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 91 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT CAPITAL RESEARCH CENTER NONE 1513 16TH ST NW PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 4,800. EDUCATIONAL GRANT 34,390. EDUCATIONAL GRANT 9,600. EDUCATIONAL GRANT 9,941. EDUCATIONAL GRANT 301. EDUCATIONAL GRANT 4,800. WASHINGTON, DC 20036 CATO INSTITUTE NONE 1000 MASSACHUSETTS AVENUE, NW PC WASHINGTON, DC 20001 CAUSE OF ACTION NONE 1919 PENNSYLVANIA AVE PC SUITE 650 WASHINGTON, DC 20006 CENTER FOR COMPETITIVE POLITICS NONE 124 SOUTH WEST STREET PC SUITE 201 ALEXANDRIA, VA 22314 CHARLES KOCH INSTITUTE NONE 1320 N. COURTHOUSE RD. STE 500 PC ARLINGTON, VA 22201 CITIZENS AGAINST GOVERNMENT WASTE NONE 1301 PENNSYLVANIA AVE NW PC SUITE 1075 WASHINGTON, DC 20004 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 92 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT COLLEGIANS FOR A CONSTRUCTIVE TOMORROW NONE 3093 LOVELL CT. PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,812. EDUCATIONAL GRANT 5,376. EDUCATIONAL GRANT 18,924. EDUCATIONAL GRANT 26,248. EDUCATIONAL GRANT 9,124. EDUCATIONAL GRANT 59,129. STILLWATER, MN 55082 COMMITTEE FOR A CONSTRUCTIVE TOMORROW NONE PO BOX 65722 PC WASHINGTON, DC 20035 COMPETITIVE ENTERPRISE INSTITUTE NONE 1899 L STREET NW PC FLOOR 12 WASHINGTON, DC 20036 DAILY CALLER NEWS FOUNDATION NONE 1050 17TH ST. NW PC SUITE 900 WASHINGTON, DC 20036 ETHICS AND PUBLIC POLICY CENTER NONE 1730 M STREET NW PC SUITE 910 WASHINGTON, DC 20036 FRANKLIN CENTER FOR GOVERNMENT ACCOUNTABILITY NONE 1229 KING STREET 3RD FLOOR PC ALEXANDRIA, VA 22314 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 93 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT FREE MARKET ENVIRONMENTAL LAW NONE 9033 BROOK FORD ROAD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 13,188. EDUCATIONAL GRANT 10,062. EDUCATIONAL GRANT 23,628. EDUCATIONAL GRANT 23,464. EDUCATIONAL GRANT 64,169. EDUCATIONAL GRANT 4,800. BURKE, VA 22015 GEORGE WASHINGTON UNIVERSITY NONE 45155 RESEARCH PLACE PC #240V ASHBURN, VA 20147 INSTITUTE FOR ENERGY RESEARCH NONE 1155 15TH STREET, NNW #900 PC WASHINGTON, DC 20005 INSTITUTE FOR FAITH, WORK AND ECONOMICS NONE 8400 WESTPARK DRIVE PC SUITE 100 MCLEAN, VA 22102 INSTITUTE FOR HUMANE STUDIES NONE 3301 N FAIRFAX DRIVE PC SUITE 440 ARLINGTON, VA 22201 INSTITUTE FOR JUSTICE NONE 901 N. GLEBE ROAD PC SUITE 900 ARLINGTON, VA 22203 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 94 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT INSTITUTE TO REDUCE SPENDING NONE 919 PRINCE STREET PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 24,100. EDUCATIONAL GRANT 4,800. EDUCATIONAL GRANT 52,112. EDUCATIONAL GRANT 11,300. EDUCATIONAL GRANT 6,365. EDUCATIONAL GRANT 56,152. ALEXANDRIA, VA 22314 LADIES OF LIBERTY ALLIANCE NONE 911 M STREET NW PC SUITE A WASHINGTON, DC 20001 LEADERSHIP INSTITUTE NONE 1101 N HIGHLAND ST PC ARLINGTON, VA 22201 MANHATTAN INSTITUTE FOR POLICY NONE 52 VENDERBILT AVENUE PC 3RD FLOOR NEW YORK, NY 10017 NATIONAL RIGHT TO WORK LEGAL DEFENSE AND EDUCATION NONE 8001 BRADDOCK ROAD PC SUITE 600 SPRINGFIELD, VA 22150 NATIONAL TAXPAYERS UNION FOUNDATION NONE 108 NORTH ALFRED STREET PC ALEXANDRIA, VA 22314 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 95 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT NETWORK OF ENLIGHTENED WOMEN NONE 6501 DEAN ROAD PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 15,600. EDUCATIONAL GRANT 14,209. EDUCATIONAL GRANT 34,174. EDUCATIONAL GRANT 19,200. EDUCATIONAL GRANT 14,400. EDUCATIONAL GRANT 25,400. INDIANAPOLIS, IN 46220 PHILANTHROPY ROUNDTABLE NONE 1730 M STREET NW PC SUITE 601 WASHINGTON, DC 20036 REASON FOUNDATION NONE 3415 S. SEPULVEDA BLVD. PC SUITE 400 LOS ANGELES, CA 90034 STATE POLICY NETWORK NONE 1655 NORTH FORT MEYER DRIVE PC ARLINGTON, VA 22209 SUNSHINE REVIEW NONE 1739 MAYBANK HIGHWAY PC SUITE T-346 CHARLESTON, SC 29412 TAX FOUNDATION NONE 529 14TH STREET NW PC SUITE 420 WASHINGTON, DC 20045 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 96 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT TECHFREEDOM NONE 110 MARYLAND AVE NE PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 24,250. EDUCATIONAL GRANT 6,312. EDUCATIONAL GRANT 9,600. EDUCATIONAL GRANT 4,800. EDUCATIONAL GRANT 4,800. EDUCATIONAL GRANT 64,470. SUITE 407 WASHINGTON, DC 20002 THE FEDERALIST SOCIETY FOR LAW AND PUBLIC STUDIES NONE 1015 18TH STREET NW PC SUITE 425 WASHINGTON, DC 20036 THE FUND FOR AMERICAN STUDIES NONE 1706 NEW HAMPSHIRE AVE., NW PC WASHINGTON, DC 20009 THE YOUNG AMERICAN'S FOUNDATION NONE 110 ELDEN STREET PC SUITE A HERNDON, VA 20170 VICTIMS OF COMMUNISM MEMORIAL NONE 300 NEW JERSEY AVENUE NW PC SUITE 900 WASHINGTON, DC 20001 YOUNG AMERICANS FOR LIBERTY FOUNDATION NONE 3030 CLARENDON BLVD PC SUITE 200 ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 97 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT AARON FRANCIS REITZ NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 ABIR MANDAL NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ADAM BARTHA NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ALEX REIBMAN NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ALLISON DANIEL NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 AMANDA SWYSGOOD NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 98 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT ANDREW WELCH NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 2,400. EDUCATIONAL GRANT 3,000. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 ANGELO CURTO NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ANNICA BENNING NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ANTHONY E. TRAINA NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 AURORA HUDSON NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 BENJAMIN JOSEPH MUSACHIO NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 99 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT BENJAMIN KURTIS NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 BENJAMIN MERTENS NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 BENNETT G HAMPILOS NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 BRANDON HERSHEY NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 BRANDON RUDOLPH DAVIS NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 BRENNAN LEE MANCIL NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 100 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT BRIAN JOSEPH HOOPS NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 CALEB RANDALL TROTTER NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 CAROLYN KATE FARRAR NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 CASSANDRA WHALEN NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 CESAR E. CASTELLON NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 CONNER F ROTH NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 101 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT CONOR DEVINE NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 DANE S SKORUP NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 DANIEL ROTHSCHILD NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 DANIEL THAYER WOISLAW NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 DANJELL ELGEBRANT NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 DARREN NAH NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 102 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT DAVID JAMES WEISSER NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 DEVON BECK NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 DMITRY VASISHCHEV NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 DONGPING JING NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 DUNCAN MICHAEL EDWARD TAYLOR NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 DUSTIN R LANE NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 103 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT ELAINA WATERS NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 ELIA PETERSON NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ERIKA JOHNSON NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ETHAN ROBERTS NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ETHAN RUTLEDGE NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 EVERET F RUMMEL NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 104 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT FIYINFOLUWA ELEGBEDE NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 FORREST G BARNWELL NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 FRANCO GALBO NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 FRITS HENRY JONKER NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 GAETANO VENEZIA NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 GARRETT MCMILLAN NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 105 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT GHANSHYAM SHARMA NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 GREG WEEKS NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 HALEY M. SINKLAIR NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 HANG LA NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 HARRY L ARNOLD NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ISAAC WOODWARD NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 106 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT ISABELA CHRISTO NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 IVAN LARSSON NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 JACOB J FISHBECK NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 JACQUELINE M DERKS NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 JAMES WARD NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 JEREMY LERMAN NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 107 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT JESSE D BACKSTROM NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,000. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 JOANNA JAMES SAMUEL NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 JOE MCKINNEY NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 JONAH BENNETT NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 JONATHAN R. NELSON NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 JORDAN NIJI YAHIRO NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 108 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT JOSEPH DANAHER NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 JOSEPH W KENT NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 JOSHUA D WATERS NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 JULIA MORRISS NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 JULIA NORGAARD NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 JUSTIN BAILEY NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 109 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT LAUREN PRICHARD NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 MARIA LUISA IRIBARREN NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 MATTHEW CANNIZZO NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 MATTHEW POWERS NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 MEGAN MCANDREWS NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 MICHAEL DILTZ FARREN NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 110 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT NATALIE DEMACEDO NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 PATRICK HANNAFORD NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 PATRICK LEWIS OETTING NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 PIERRE-GUY VEER NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 PRESTON COOPER NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 RACHAEL DOBI NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 111 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT RAHEEM WILLIAMS NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 REBECCA SCHIEBER NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 REBECCA T HARRIS NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 REHOBOTH KETEMAN GESESE NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ROBERT HARDY NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ROBERT PANZENBECK NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 112 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT RUBEN A PACHECO NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 RUDY TAKALA NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 RUSSELL HOOPER NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 RYAN SMITH NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 SARA SMITH NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 SARAH N LARSON NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 113 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT SHAUN GARDINER NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. ARLINGTON, VA 22201 STEVEN GORDON NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 TATE FEGLEY NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 THIAGO TALZZIA NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 THOMAS SAVIDGE NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 TIMOTHY ZIMMER NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 114 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT TOLUWANI MARY JOHNSON NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 3,600. EDUCATIONAL GRANT 900. EDUCATIONAL GRANT 900. ARLINGTON, VA 22201 WALKER C.T. MULLEY NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 WILLIAM RICHARD WALKER NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ZACHARY DAWES NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 LORI RYAN NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 EVGENIY GENTCHEV NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 115 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT DAVID MITCH NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 900. EDUCATIONAL GRANT 900. EDUCATIONAL GRANT 900. EDUCATIONAL GRANT 900. EDUCATIONAL GRANT 900. EDUCATIONAL GRANT 900. ARLINGTON, VA 22201 WILLIAM SHAGHART NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 MATT RUTHERFORD NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 JAYME LEMKE NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 MARIA PAGANELLI NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 NATHAN ASHBY NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 116 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR ATTACHMENT 20 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT RYAN ISRAELSEN NONE 1320 N. COURTHOUSE RD. SUITE 500 I PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL GRANT 900. EDUCATIONAL GRANT 900. EDUCATIONAL GRANT 900. EDUCATIONAL GRANT 900. EDUCATIONAL GRANT 900. ARLINGTON, VA 22201 EMMETT STEED NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 MCKENZIE REES NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 BONNIE VILLARREAL NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 JEREMY KIDD NONE 1320 N. COURTHOUSE RD. SUITE 500 I ARLINGTON, VA 22201 TOTAL CONTRIBUTIONS PAID 31,874,705. ATTACHMENT 20 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 117 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT ATTACHMENT 21 RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT ARIZONA STATE UNIVERSITY FOUNDATION NONE ATTN: PC CASH RECEIPTS PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 831,800. EDUCATIONAL PROGRAMS 500,000. EDUCATIONAL PROGRAMS 70,000. EDUCATIONAL PROGRAMS 265,948. EDUCATIONAL PROGRAMS 78,000. EDUCATIONAL PROGRAMS 162,300. PO BOX 2260 TEMPE, AZ 85280 CATO INSTITUTE NONE 1000 MASSACHUSETTS AVENUE, NW PC WASHINGTON, DC 20001 CLAREMONT GRADUATE UNIVERSITY NONE 165 E. 10TH ST. PC CLAREMONT, CA 91711 FLORIDA STATE UNIVERSITY NONE 160 BELLAMY BLDG PC 113 COLLEGIATE LOOP TALLAHASSEE, FL 32306 GEORGE MASON UNIVERSITY FOUNDATION NONE 4400 UNIVERSITY DR. MS 3A3 PC FAIRFAX, VA 22030 MCGILL UNIVERSITY NONE 845 SHERBROOKE ST. W H3A 0G4 PC MONTREAL QUEBEC CANADA ATTACHMENT 21 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 118 CHARLES KOCH FOUNDATION 48-0918408 FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT ATTACHMENT 21 (CONT'D) RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURDUE UNIVERSITY NONE 403 W. STATE STREET PC PURPOSE OF GRANT OR CONTRIBUTION AMOUNT EDUCATIONAL PROGRAMS 184,000. EDUCATIONAL PROGRAMS 75,000. EDUCATIONAL PROGRAMS 29,000. EDUCATIONAL PROGRAMS 55,000. EDUCATIONAL PROGRAMS 70,000. EDUCATIONAL PROGRAMS 2,327,325. WEST LAFAYETTE, IN 47907 TEXAS A&M UNIVERSITY FOUNDATION NONE 401 GEORGE BUSH DR PC COLLEGE STATION, TX 77840 TROY UNIVERSITY FOUNDATION NONE 2472 ADAMS ADMINISTRATION BLDG PC TROY, AL 36082 UNIVERSITY OF NOTRE DAME NONE 1251 N EDDY STREET PC SUITE 300 NOTRE DAME, IN 46556 UNIVERSITY OF WISCONSIN FOUNDATION NONE ATTN: PC RUDIE FLIETNER 1848 UNIVERSITY AVENUE MADISON, WI 53726 WEST VIRGINIA UNIVERSITY NONE PO BOX 6025 PC MORGANTOWN, WV 26506-6025 TOTAL CONTRIBUTIONS APPROVED 4,648,373. ATTACHMENT 21 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 119 CHARLES KOCH FOUNDATION 48-0918408 FORM 990-PF, PART XVI-A - ANALYSIS OF OTHER REVENUE ATTACHMENT 22 BUSINESS CODE DESCRIPTION EXPENSE REIMBURSEMENTS EXCLUSION CODE AMOUNT RELATED OR EXEMPT FUNCTION INCOME 24,000. TOTALS 16733H K932 11/17/2015 9:34:55 PM AMOUNT 24,000. V 14-7.6F 85646 ATTACHMENT 22 PAGE 120 SCHEDULE D (Form 1041) Department of the Treasury Internal Revenue Service Name of estate or trust I I I OMB No. 1545-0092 Capital Gains and Losses Attach to Form 1041, Form 5227, or Form 990-T. Use Form 8949 to list your transactions for lines 1b, 2, 3, 8b, 9 and 10. Information about Schedule D and its separate instructions is at www.irs.gov/form1041. À¾µ¸ Employer identification number CHARLES KOCH FOUNDATION 48-0918408 Note: Form 5227 filers need to complete only Parts I and II. Part I Short-Term Capital Gains and Losses - Assets Held One Year or Less See instructions for how to figure the amounts to enter on the lines below. This form may be easier to complete if you round off cents to whole dollars. (d) Proceeds (sales price) (e) Cost (or other basis) (g) Adjustments to gain or loss from Form(s) 8949, Part I, line 2, column (g) (h) Gain or (loss) Subtract column (e) from column (d) and combine the result with column (g) 1a Totals for all short-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 1b m mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm 1b Totals for all transactions reported on Form(s) 8949 with Box A checked 2 Totals for all transactions reported on Form(s) 8949 with Box B checked 3 Totals for all transactions reported on Form(s) 8949 with Box C checked 2,597,226. -2,597,226. mmmmmmmmmmmmmmmmm mmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI Long-Term Capital Gains and Losses - Assets Held More Than One Year 4 Short-term capital gain or (loss) from Forms 4684, 6252, 6781, and 8824 4 5 6 Net short-term gain or (loss) from partnerships, S corporations, and other estates or trusts Short-term capital loss carryover. Enter the amount, if any, from line 9 of the 2013 Capital Loss Carryover Worksheet 5 7 Net short-term capital gain or (loss). Combine lines 1a through 6 in column (h). Enter here and on line 17, column (3) on the back Part II See instructions for how to figure the amounts to enter on the lines below. This form may be easier to complete if you round off cents to whole dollars. (d) Proceeds (sales price) (e) Cost (or other basis) 6 ( ) 7 -2,597,226. (g) Adjustments to gain or loss from Form(s) 8949, Part II, line 2, column (g) (h) Gain or (loss) Subtract column (e) from column (d) and combine the result with column (g) 8a Totals for all long-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 8b m mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm 8b Totals for all transactions reported on Form(s) 8949 with Box D checked 9 Totals for all transactions reported on Form(s) 8949 with Box E checked 10 Totals for all transactions reported on Form(s) 8949 with Box F checked 15,908,301. 8,248,644. 7,659,657. mmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmI 11 Long-term capital gain or (loss) from Forms 2439, 4684, 6252, 6781, and 8824 11 12 Net long-term gain or (loss) from partnerships, S corporations, and other estates or trusts 12 13 Capital gain distributions 13 14 15 Gain from Form 4797, Part I Long-term capital loss carryover. Enter the amount, if any, from line 14 of the 2013 Capital Loss Carryover Worksheet 14 16 Net long-term capital gain or (loss). Combine lines 8a through 15 in column (h). Enter here and on line 18a, column (3) on the back For Paperwork Reduction Act Notice, see the Instructions for Form 1041. 15 ( 16 ) 7,659,657. Schedule D (Form 1041) 2014 JSA 4F1210 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 121 Page 2 Schedule D (Form 1041) 2014 Part III Summary of Parts I and II Caution: Read the instructions before completing this part. mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mmmmmmmm I 17 18 Net short-term gain or (loss) Net long-term gain or (loss): a Total for year b Unrecaptured section 1250 gain (see line 18 of the wrksht.) c 28% rate gain 19 Total net gain or (loss). Combine lines 17 and 18a Note: If line 19, column (3), is a net gain, enter the gain on Form 1041, line 4 (1) Beneficiaries' (see instr.) (2) Estate's or trust's (3) Total -2,597,226. 17 7,659,657. 18a 18b 18c 19 5,062,431. (or Form 990-T, Part I, line 4a). If lines 18a and 19, column (2), are net gains, go to Part V, and do not complete Part IV. If line 19, column (3), is a net loss, complete Part IV and the Capital Loss Carryover Worksheet, as necessary. Part IV Capital Loss Limitation mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Enter here and enter as a (loss) on Form 1041, line 4 (or Form 990-T, Part I, line 4c, if a trust), the smaller of: ) a The loss on line 19, column (3) or b $3,000 20 ( Note: If the loss on line 19, column (3), is more than $3,000 , or if Form 1041, page 1, line 22 (or Form 990-T, line 34), is a loss, complete the Capital 20 Loss Carryover Worksheet in the instructions to figure your capital loss carryover. Part V Tax Computation Using Maximum Capital Gains Rates Form 1041 filers. Complete this part only if both lines 18a and 19 in column (2) are gains, or an amount is entered in Part I or Part II and there is an entry on Form 1041, line 2b(2), and Form 1041, line 22, is more than zero. Caution: Skip this part and complete the Schedule D Tax Worksheet in the instructions if: Either line 18b, col. (2) or line 18c, col. (2) is more than zero, or Both Form 1041, line 2b(1), and Form 4952, line 4g are more than zero. Form 990-T trusts. Complete this part only if both lines 18a and 19 are gains, or qualified dividends are included in income in Part I of Form 990-T, and Form 990-T, line 34, is more than zero. Skip this part and complete the Schedule D Tax Worksheet in the instructions if either line 18b, col. (2) or line 18c, col. (2) is more than zero. %% 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 mmm Enter taxable income from Form 1041, line 22 (or Form 990-T, line 34) 21 Enter the smaller of line 18a or 19 in column (2) but not less than zero 22 Enter the estate's or trust's qualified dividends from Form 1041, line 2b(2) (or enter the qualified dividends included in income in Part I of Form 990-T) 23 Add lines 22 and 23 24 If the estate or trust is filing Form 4952, enter the amount from line 4g; otherwise, enter -025 Subtract line 25 from line 24. If zero or less, enter -026 Subtract line 26 from line 21. If zero or less, enter -027 Enter the smaller of the amount on line 21 or $2,500 28 Enter the smaller of the amount on line 27 or line 28 29 Subtract line 29 from line 28. If zero or less, enter -0-. This amount is taxed at 0% 31 Enter the smaller of line 21 or line 26 32 Subtract line 30 from line 26 33 Enter the smaller of line 21 or $12,150 34 Add lines 27 and 30 35 Subtract line 34 from line 33. If zero or less, enter -036 Enter the smaller of line 32 or line 35 Multiply line 36 by 15% 38 Enter the amount from line 31 39 Add lines 30 and 36 40 Subtract line 39 from line 38. If zero or less, enter -0Multiply line 40 by 20% mmmmmmmmmmmmmmm m m m m m m m m m m m m m m mm mm mmmI mmmmmmmmmmmm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmm mmmmmmmmmmm I mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm m m m m m m m m m m m m m m I m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm Add lines 37, 41, and 42 41 42 43 mmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I Figure the tax on the amount on line 21. Use the 2014 Tax Rate Schedule for Estates and Trusts (see the Schedule G instructions in the instructions for Form 1041) 45 37 Figure the tax on the amount on line 27. Use the 2014 Tax Rate Schedule for Estates and Trusts (see the Schedule G instructions in the instructions for Form 1041) 43 44 30 44 Tax on all taxable income. Enter the smaller of line 43 or line 44 here and on Form 1041, Schedule G, line 1a (or Form 990-T, line 36) 45 Schedule D (Form 1041) 2014 JSA 4F1220 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 122 Form Sales and Other Dispositions of Capital Assets 8949 Department of the Treasury Internal Revenue Service Name(s) shown on return I I OMB No. 1545-0074 Information about Form 8949 and its separate instructions is at www.irs.gov/form8949. File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D. À¾µ¸ Attachment Sequence No. 12A Social security number or taxpayer identification number CHARLES KOCH FOUNDATION 48-0918408 Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either may show your basis (usually your cost) even if your broker did not report it to the IRS. Brokers must report basis to the IRS for most stock you bought in 2011 or later (and for certain debt instruments your bought in 2014 or later). Part I Short-Term. Transactions involving capital assets you held 1 year or less are short-term. For long-term transactions, see page 2. Note. You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the total directly on Schedule D, line 1a; you are not required to report these transactions on Form 8949 (see instructions). You must check Box A, B, or C below. Check only one box. If more than one box applies for your short-term transactions, complete a separate Form 8949, page 1, for each applicable box. If you have more short-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. (A) Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above) (B) Short-term transactions reported on Form(s) 1099-B showing basis was not reported to the IRS X (C) Short-term transactions not reported to you on Form 1099-B 1 (a) Description of property (Example: 100 sh. XYZ Co.) EFPRP - SHORT TERM (b) Date acquired (Mo., day, yr.) (c) Date sold or disposed (Mo., day, yr.) VARIOUS VARIOUS (d) Proceeds (sales price) (see instructions) (e) Cost or other basis. See the Note below and see Column (e) in the separate instructions Adjustment, if any, to gain or loss. If you enter an amount in column (g), enter a code in column (f). See the separate instructions. 2,597,226. (f) Code(s) from instructions (g) Amount of adjustment (h) Gain or (loss). Subtract column (e) from column (d) and combine the result with column (g) -2597226. 2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 1b (if Box A above is checked), line 2 (if Box B above is checked), or line 3 (if Box C above is checked) I 2,597,226. -2597226. Note. If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment. For Paperwork Reduction Act Notice, see your tax return instructions. JSA 4X2615 2.000 Form 8949 (2014) Form 8949 (2014) Attachment Sequence No. Name(s) shown on return. Name and SSN or taxpayer identification no. not required if shown on other side 12A Page 2 Social security number or taxpayer identification number CHARLES KOCH FOUNDATION 48-0918408 Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either may show your basis (usually your cost) even if your broker did not report it to the IRS. Brokers must report basis to the IRS for most stock you bought in 2011 or later (and for certain debt instruments you bought in 2014 or later). Part II Long-Term. Transactions involving capital assets you held more than 1 year are long term. For short-term transactions, see page 1. Note. You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the total directly on Schedule D, line 8a; you are not required to report these transactions on Form 8949 (see instructions). You must check Box D, E, or F below. Check only one box. If more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need. (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above) (E) Long-term transactions reported on Form(s) 1099-B showing basis was not reported to the IRS X (F) Long-term transactions not reported to you on Form 1099-B 1 (a) Description of property (Example: 100 sh. XYZ Co.) (b) Date acquired (Mo., day, yr.) VARIOUS EFPRP - LONG TERM (c) Date sold or disposed (Mo., day, yr.) VARIOUS 2 Totals. Add the amounts in columns (d), (e), (g), and (h) (subtract negative amounts). Enter each total here and include on your Schedule D, line 8b (if Box D above is checked), line 9 (if Box E above is checked), or line 10 (if Box F above is checked) I (d) Proceeds (sales price) (see instructions) (e) Cost or other basis. See the Note below and see Column (e) in the separate instructions 15908301.8,248,644. 15908301. 8248644. Adjustment, if any, to gain or loss. (h) If you enter an amount in column (g), Gain or (loss). enter a code in column (f). Subtract column (e) See the separate instructions. from column (d) and combine the result (f) (g) with column (g) Code(s) from Amount of instructions adjustment 7,659,657. 7659657. Note. If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment. Form JSA 4X2616 2.000 8949 (2014) Depreciation and Amortization 4562 Form Department of the Treasury (99) Internal Revenue Service Name(s) shown on return OMB No. 1545-0172 À¾µ¸ (Including Information on Listed Property) I I Attach to your tax return. Information about Form 4562 and its separate instructions is at www.irs.gov/form4562. Attachment Sequence No. 179 Identifying number CHARLES KOCH FOUNDATION 48-0918408 Business or activity to which this form relates GENERAL DEPRECIATION Part I Election To Expense Certain Property Under Section 179 Note: If you have any listed property, complete Part V before you complete Part I. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm 1 Maximum amount (see instructions) 1 2 Total cost of section 179 property placed in service (see instructions) 2 3 Threshold cost of section 179 property before reduction in limitation (see instructions) 3 4 5 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- 4 Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0-. If married filing separately, see instructions 6 (a) Description of property 7 Listed property. Enter the amount from line 29 8 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 9 Tentative deduction. Enter the smaller of line 5 or line 8 (b) Cost (business use only) 5 (c) Elected cost mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm mmm I mmmmmmmmmmmmmm 7 8 9 10 Carryover of disallowed deduction from line 13 of your 2013 Form 4562 10 11 Business income limitation. Enter the smaller of business income (not less than zero) or line 5 (see instructions) 11 12 Section 179 expense deduction. Add lines 9 and 10, but do not enter more than line 11 12 13 Carryover of disallowed deduction to 2015. Add lines 9 and 10, less line 12 13 Note: Do not use Part II or Part III below for listed property. Instead, use Part V. Special Depreciation Allowance and Other Depreciation (Do not include listed property.) (See instructions.) Part II Special depreciation allowance for qualified property (other than listed property) placed in service 14 during the tax year (see instructions) mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm 14 Property subject to section 168(f)(1) election Other depreciation (including ACRS) 15 16 Part III 15 3,327. 16 MACRS Depreciation (Do not include listed property.) (See instructions.) Section A mmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI 17 MACRS deductions for assets placed in service in tax years beginning before 2014 18 If you are electing to group any assets placed in service during the tax year into one or more general asset accounts, check here 17 Section B - Assets Placed in Service During 2014 Tax Year Using the General Depreciation System (a) Classification of property 19a 3-year property b 5-year property c 7-year property (b) Month and year placed in service (c) Basis for depreciation (d) Recovery (business/investment use period only - see instructions) (e) Convention (f) Method (g) Depreciation deduction d 10-year property e 15-year property f 20-year property g 25-year property 25 yrs. h Residential rental property 27.5 yrs. MM S/L 27.5 yrs. MM S/L 39 yrs. MM S/L MM S/L i Nonresidential real property S/L Section C - Assets Placed in Service During 2014 Tax Year Using the Alternative Depreciation System 20a Class life S/L b 12-year 12 yrs. c 40-year 40 yrs. Part IV Summary (See instructions.) S/L MM mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmm mmmmmmmmmmmmmmmmmm 21 Listed property. Enter amount from line 28 22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here and on the appropriate lines of your return. Partnerships and S corporations - see instructions For assets shown above and placed in service during the current year, enter the portion of the basis attributable to section 263A costs For Paperwork Reduction Act Notice, see separate instructions. 23 JSA 4X2300 2.000 S/L 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 21 3,327. 22 23 Form 85646 4562 (2014) PAGE 123 48-0918408 Page 2 Listed Property (Include automobiles, certain other vehicles, certain aircraft, certain computers, and property used for entertainment, recreation, or amusement.) Form 4562 (2014) Part V Note: For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 24a, 24b, columns (a) through (c) of Section A, all of Section B, and Section C if applicable. Section A - Depreciation and Other Information (Caution: See the instructions for limits for passenger automobiles.) 24a Do you have evidence to support the business/investment use claimed? (a) (b) Type of property (list vehicles first) Date placed in service Yes No (d) Business/ investment use Cost or other basis percentage If "Yes," is the evidence written? 24b Yes No (e) (f) (g) (h) (i) Basis for depreciation (business/investment use only) Recovery period Method/ Convention Depreciation deduction Elected section 179 cost (c) 25 Special depreciation allowance for qualified listed property placed in service during the tax year and used more than 50% in a qualified business use (see instructions) 26 Property used more than 50% in a qualified business use: mmmmmmmmmm 25 % % % 27 Property used 50% or less in a qualified business use: % S/L - % S/L - % S/L - m m m m m m m m mm mm mm mm mm mm mm mm mm mm m m m m m m m m 28 Add amounts in column (h), lines 25 through 27. Enter here and on line 21, page 1 29 Add amounts in column (i), line 26. Enter here and on line 7, page 1 28 29 Section B - Information on Use of Vehicles Complete this section for vehicles used by a sole proprietor, partner, or other "more than 5% owner," or related person. If you provided vehicles to your employees, first answer the questions in Section C to see if you meet an exception to completing this section for those vehicles. mmm m mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmm mmmmmmmmmmmm mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmm 30 Total business/investment miles driven during the year (do not include commuting miles) 31 Total commuting miles driven during the year 32 Total other personal (noncommuting) miles driven 33 Total miles driven during the year. Add lines 30 through 32 34 Was the vehicle available for personal use during off-duty hours? 35 Was the vehicle used primarily by a more than 5% owner or related person? 36 Is another vehicle available for personal use? (a) (b) (c) (d) (e) (f) Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4 Vehicle 5 Vehicle 6 Yes No Yes No Yes No Yes No Yes No Yes No Section C - Questions for Employers Who Provide Vehicles for Use by Their Employees Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who are not more than 5% owners or related persons (see instructions). Yes No 37 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm your employees? 38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your employees? See the instructions for vehicles used by corporate officers, directors, or 1% or more owners 39 Do you treat all use of vehicles by employees as personal use? 40 Do you provide more than five vehicles to your employees, obtain information from your employees about the use of the vehicles, and retain the information received? 41 Do you meet the requirements concerning qualified automobile demonstration use? (See instructions.) Note: If your answer to 37, 38, 39, 40, or 41 is "Yes," do not complete Section B for the covered vehicles. Part VI Amortization (a) Description of costs (b) Date amortization begins (e) (c) (d) Amortizable amount Code section Amortization period or percentage (f) Amortization for this year 42 Amortization of costs that begins during your 2014 tax year (see instructions): m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm 43 Amortization of costs that began before your 2014 tax year 44 Total. Add amounts in column (f). See the instructions for where to report 43 44 Form JSA 4562 (2014) 4X2310 2.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 124 2014 CHARLES KOCH FOUNDATION 48-0918408 Description of Property GENERAL DEPRECIATION DEPRECIATION Asset description Date placed in service Unadjusted Cost or basis Bus. % OFFICE EQUIPMENT 01/01/2011 UNIMPROVED LAND 05/13/1988 3,377,694. 100.000 179 exp. reduction in basis 16,635. 100.000 Basis Reduction Basis for depreciation 16,635. Beginning Ending Accumulated Accumulated Medepreciation depreciation thod Conv. 8,329. 11,656. SL Life M A Current-year 179 ACRS CRS expense class class 5.000 Current-year depreciation 3,327. 922,000. 922,000. mmmmmmmmmmmm mmmmmmmmmmmmmmmmm 3,394,329. 16,635. 8,329. 933,656. 3,327. mmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm 3,394,329. 16,635. 8,329. 933,656. 925,327. Less: Retired Assets Subtotals Listed Property Less: Retired Assets Subtotals TOTALS AMORTIZATION Asset description TOTALS Date placed in service Cost or basis Ending Accumulated Accumulated amortization amortization Code Current-year amortization Life mmmmmmmmmmmmmmmmm *Assets Retired JSA 4X9024 1.000 16733H K932 11/17/2015 9:34:55 PM V 14-7.6F 85646 PAGE 125